+547.4%
PLTR vs MRSH
+18.2%
+529.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +1.0% |
| 7D | -4.1% | -4.8% | +0.7% | -1.2% |
| 30D | -2.2% | -6.3% | +4.1% | +1.6% |
| 3M | +27.6% | +5.8% | +21.8% | +21.9% |
| 6M | +10.3% | +2.8% | +7.5% | +6.3% |
| YTD | -5.9% | -3.1% | -2.8% | -6.5% |
| 1Y | +1.7% | -11.3% | +13.0% | +7.4% |
| 3Y | +959.1% | -5.0% | +964.1% | +916.5% |
| All | +547.4% | +18.2% | +529.2% | +343.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling