-38.2%
SNDU vs MRSH
+22.2%
-60.4%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -44.1% | -0.5% | -43.7% | -45.9% |
| 7D | -67.5% | +6.3% | -73.8% | -57.3% |
| 30D | -80.3% | +21.9% | -102.2% | -54.9% |
| 3M | -74.1% | +9.4% | -83.5% | -60.5% |
| 6M | -85.8% | +25.9% | -111.7% | -48.4% |
| All | -38.2% | +22.2% | -60.4% | +124.2% |
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