+780.0%
NOW vs MRSH
+219.5%
+560.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.2% | -0.1% |
| 7D | -9.9% | -5.9% | -4.0% | -5.8% |
| 30D | +2.8% | -7.3% | +10.1% | +8.6% |
| 3M | +23.7% | +6.7% | +17.0% | +18.8% |
| 6M | +12.5% | +3.0% | +9.5% | +10.5% |
| YTD | -14.4% | -2.9% | -11.5% | -13.3% |
| 1Y | -29.0% | -9.0% | -20.0% | -25.3% |
| 3Y | +9.3% | -4.3% | +13.6% | +7.8% |
| 5Y | +1.2% | +19.4% | -18.2% | -15.3% |
| All | +780.0% | +219.5% | +560.5% | +290.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling