+260.6%
SNDU vs MRSH
+8.4%
+252.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.4% | +25.1% | +17.5% |
| 7D | +35.2% | -3.6% | +38.7% | +17.4% |
| 30D | +50.8% | -3.0% | +53.8% | +39.5% |
| 3M | -43.2% | +15.8% | -59.0% | +26.0% |
| All | +260.6% | +8.4% | +252.2% | +691.9% |
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 · Available span rolling