-21.2%
TMUS vs MRSH
+20.0%
-41.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.3% | -0.2% | +1.7% |
| 7D | +7.5% | +9.4% | -1.9% | +3.8% |
| 30D | -3.3% | +23.4% | -26.8% | -10.6% |
| 3M | -9.7% | +9.9% | -19.5% | -13.1% |
| 6M | -17.2% | +26.0% | -43.2% | -23.5% |
| YTD | -20.3% | +15.2% | -35.6% | -24.4% |
| 1Y | -21.2% | +18.4% | -39.6% | -26.8% |
| All | -21.2% | +20.0% | -41.2% | -26.8% |
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