+10,164.5%
RTX vs MRSH
+3,332.0%
+6,832.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | +0.3% |
| 7D | -3.1% | -3.8% | +0.7% | -1.4% |
| 30D | -10.6% | -5.8% | -4.8% | -8.2% |
| 3M | +11.6% | +11.7% | -0.1% | +5.7% |
| 6M | -4.5% | -0.3% | -4.2% | -5.3% |
| YTD | +9.6% | -1.1% | +10.7% | +8.5% |
| 1Y | +30.8% | -9.5% | +40.3% | +34.2% |
| 3Y | +152.8% | -2.6% | +155.4% | +148.3% |
| 5Y | +167.1% | +22.7% | +144.4% | +133.7% |
| 10Y | +275.2% | +214.6% | +60.6% | +120.1% |
| All | +10,164.5% | +3,332.0% | +6,832.4% | +1,900.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling