+3,552.3%
ASX vs MRSH
+408.6%
+3,143.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.7% | +0.9% |
| 7D | -0.7% | -3.6% | +2.9% | +0.9% |
| 30D | +2.0% | -3.0% | +5.0% | +3.2% |
| 3M | -1.3% | +15.8% | -17.2% | -9.9% |
| 6M | +71.4% | +1.6% | +69.9% | +64.9% |
| YTD | +135.3% | +1.7% | +133.6% | +124.1% |
| 1Y | +267.5% | -8.0% | +275.5% | +264.0% |
| 3Y | +388.5% | -0.3% | +388.7% | +355.8% |
| 5Y | +417.1% | +25.9% | +391.2% | +329.5% |
| 10Y | +872.7% | +222.0% | +650.8% | +409.5% |
| All | +3,552.3% | +408.6% | +3,143.7% | +1,168.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling