-87.1%
SNDQ vs MRSH
+20.6%
-107.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.4% | -0.5% | +44.8% | +46.6% |
| 7D | +116.9% | +6.3% | +110.6% | +65.0% |
| 30D | +205.2% | +21.9% | +183.3% | +13.4% |
| 3M | +45.4% | +9.4% | +36.1% | +0.2% |
| 6M | -66.2% | +25.9% | -92.1% | -84.9% |
| All | -87.1% | +20.6% | -107.6% | -93.4% |
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 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