+258.8%
ASX vs MRSH
-9.2%
+268.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.2% |
| 7D | +5.2% | -4.8% | +10.0% | +0.8% |
| 30D | +0.5% | -6.3% | +6.8% | -5.0% |
| 3M | +8.3% | +5.8% | +2.5% | +15.8% |
| 6M | +82.0% | +2.8% | +79.2% | +95.0% |
| YTD | +147.6% | -3.1% | +150.7% | +155.5% |
| 1Y | +258.8% | -11.3% | +270.1% | +246.7% |
| All | +258.8% | -9.2% | +268.1% | +246.7% |
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