+476.3%
ASX vs MRSH
-4.9%
+481.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.6% | +2.6% |
| 7D | +11.1% | -5.9% | +17.0% | +8.3% |
| 30D | +9.6% | -7.3% | +16.9% | +6.3% |
| 3M | +18.6% | +7.4% | +11.2% | +22.3% |
| 6M | +92.1% | -0.7% | +92.8% | +97.0% |
| YTD | +158.5% | -3.2% | +161.6% | +164.7% |
| 1Y | +271.9% | -10.6% | +282.5% | +281.3% |
| All | +476.3% | -4.9% | +481.2% | +487.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling