+1,660.3%
PLTR vs MRSH
+69.6%
+1,590.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -4.1% | -4.8% | +0.7% | -1.8% |
| 30D | -2.2% | -6.3% | +4.1% | +0.8% |
| 3M | +27.6% | +5.8% | +21.8% | +23.1% |
| 6M | +10.3% | +2.8% | +7.5% | +7.2% |
| YTD | -5.9% | -3.1% | -2.8% | -6.3% |
| 1Y | +1.7% | -11.3% | +13.0% | +6.3% |
| 3Y | +959.1% | -5.0% | +964.1% | +944.6% |
| 5Y | +536.3% | +19.2% | +517.2% | +430.0% |
| All | +1,660.3% | +69.6% | +1,590.7% | +1,572.1% |
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 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