+1,843.7%
MUU vs MRSH
-9.2%
+1,852.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.6% |
| 7D | -8.2% | -4.8% | -3.5% | -19.0% |
| 30D | +10.2% | -6.3% | +16.5% | -5.4% |
| 3M | -26.5% | +5.8% | -32.3% | -2.6% |
| 6M | +227.2% | +2.8% | +224.4% | +360.2% |
| YTD | +527.4% | -3.1% | +530.5% | +722.5% |
| 1Y | +1,843.7% | -11.3% | +1,854.9% | +2,303.2% |
| All | +1,843.7% | -9.2% | +1,852.9% | +2,303.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MRSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling