+963.7%
ASX vs MRSH
+219.5%
+744.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.5% | -3.4% |
| 7D | +6.5% | -5.9% | +12.4% | +9.0% |
| 30D | +3.1% | -7.3% | +10.4% | +6.1% |
| 3M | +17.4% | +6.7% | +10.7% | +11.4% |
| 6M | +85.4% | +3.0% | +82.5% | +76.7% |
| YTD | +150.1% | -2.9% | +153.0% | +143.4% |
| 1Y | +256.3% | -9.0% | +265.3% | +255.6% |
| 3Y | +446.9% | -4.3% | +451.2% | +409.6% |
| 5Y | +447.1% | +19.4% | +427.6% | +332.1% |
| All | +963.7% | +219.5% | +744.2% | +404.0% |
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