+2,423.9%
MUU vs MRSH
-19.8%
+2,443.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.3% | -9.6% | -9.0% |
| 7D | +3.6% | -5.9% | +9.5% | -5.2% |
| 30D | +22.3% | -7.3% | +29.6% | +10.6% |
| 3M | -8.2% | +6.7% | -14.9% | +8.0% |
| 6M | +256.3% | +3.0% | +253.3% | +332.3% |
| YTD | +534.4% | -2.9% | +537.3% | +664.7% |
| 1Y | +2,163.5% | -9.0% | +2,172.5% | +2,650.2% |
| All | +2,423.9% | -19.8% | +2,443.7% | +3,649.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling