+2,771.1%
NOW vs MRSH
+657.5%
+2,113.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.5% | -1.9% |
| 7D | -2.4% | -3.6% | +1.2% | +0.3% |
| 30D | +20.5% | -3.0% | +23.5% | +23.2% |
| 3M | +18.3% | +15.8% | +2.5% | +6.2% |
| 6M | +24.1% | +1.6% | +22.5% | +22.8% |
| YTD | -7.8% | +1.7% | -9.5% | -9.8% |
| 1Y | -21.4% | -8.0% | -13.4% | -17.8% |
| 3Y | +19.5% | -0.3% | +19.8% | +14.1% |
| 5Y | +4.1% | +25.9% | -21.8% | -17.1% |
| 10Y | +826.4% | +222.0% | +604.5% | +226.6% |
| All | +2,771.1% | +657.5% | +2,113.7% | +469.1% |
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