+431.5%
LIN vs MRSH
+261.5%
+170.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.1% |
| 7D | +2.1% | +1.4% | +0.7% | +1.2% |
| 30D | +6.8% | +16.5% | -9.7% | -2.6% |
| 3M | +10.4% | +10.8% | -0.4% | +3.5% |
| 6M | +3.2% | +32.1% | -28.9% | -13.6% |
| YTD | +24.6% | +14.5% | +10.1% | +12.5% |
| 1Y | +24.4% | +15.5% | +8.9% | +11.7% |
| 3Y | +36.7% | +9.3% | +27.4% | +25.0% |
| 5Y | +67.0% | +35.1% | +31.9% | +30.6% |
| All | +431.5% | +261.5% | +170.0% | +134.0% |
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