+223.9%
NXPI vs MRSH
+218.8%
+5.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.6% |
| 7D | +3.9% | -4.8% | +8.6% | +6.8% |
| 30D | +1.4% | -6.3% | +7.7% | +5.1% |
| 3M | -21.5% | +5.8% | -27.3% | -25.8% |
| 6M | +19.4% | +2.8% | +16.6% | +13.5% |
| YTD | +9.9% | -3.1% | +13.1% | +7.6% |
| 1Y | +7.9% | -11.3% | +19.2% | +11.6% |
| 3Y | +22.7% | -5.0% | +27.6% | +16.3% |
| 5Y | +22.1% | +19.2% | +2.9% | -4.8% |
| All | +223.9% | +218.8% | +5.1% | +56.2% |
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