+34.4%
NVDA vs MRSH
-7.9%
+42.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +0.2% |
| 7D | +5.9% | -3.6% | +9.5% | +4.2% |
| 30D | +5.1% | -3.0% | +8.1% | +3.8% |
| 3M | +5.4% | +15.8% | -10.5% | +12.0% |
| 6M | +26.0% | +1.6% | +24.4% | +27.5% |
| YTD | +23.7% | +1.7% | +22.0% | +25.1% |
| 1Y | +34.4% | -8.0% | +42.4% | +34.6% |
| All | +34.4% | -7.9% | +42.2% | +34.6% |
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