+33.2%
NEE vs MRSH
-4.9%
+38.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -1.3% | -4.8% | +3.4% | -0.4% |
| 30D | -3.3% | -6.3% | +3.0% | -2.2% |
| 3M | -2.3% | +5.8% | -8.1% | -3.7% |
| 6M | -8.9% | +2.8% | -11.7% | -9.9% |
| YTD | +4.8% | -3.1% | +7.9% | +5.2% |
| 1Y | +18.7% | -11.3% | +30.0% | +22.9% |
| 3Y | +33.2% | -5.0% | +38.2% | +32.5% |
| All | +33.2% | -4.9% | +38.1% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling