+14.9%
RIVN vs MRSH
-7.9%
+22.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.4% | -1.3% |
| 7D | -2.1% | -3.6% | +1.5% | -2.5% |
| 30D | +1.2% | -3.0% | +4.1% | +0.7% |
| 3M | -13.1% | +15.8% | -29.0% | -11.4% |
| 6M | +5.5% | +1.6% | +3.9% | +8.1% |
| YTD | -20.1% | +1.7% | -21.9% | -18.3% |
| 1Y | +14.9% | -8.0% | +22.9% | +18.8% |
| All | +14.9% | -7.9% | +22.8% | +18.8% |
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