+3,343.4%
STX vs MRSH
+218.8%
+3,124.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.7% |
| 7D | -2.3% | -4.8% | +2.5% | -0.7% |
| 30D | -5.5% | -6.3% | +0.9% | -3.6% |
| 3M | -4.3% | +5.8% | -10.1% | -8.6% |
| 6M | +115.6% | +2.8% | +112.8% | +106.2% |
| YTD | +202.2% | -3.1% | +205.3% | +195.0% |
| 1Y | +325.3% | -11.3% | +336.6% | +330.4% |
| 3Y | +1,283.9% | -5.0% | +1,288.9% | +1,210.9% |
| 5Y | +1,048.3% | +19.2% | +1,029.1% | +823.6% |
| All | +3,343.4% | +218.8% | +3,124.6% | +1,276.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling