+364.1%
LIN vs MRSH
+218.8%
+145.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | -2.4% | -4.8% | +2.4% | +0.5% |
| 30D | -2.4% | -6.3% | +3.9% | +1.4% |
| 3M | -9.3% | +5.8% | -15.1% | -12.8% |
| 6M | -2.6% | +2.8% | -5.3% | -5.5% |
| YTD | +10.4% | -3.1% | +13.5% | +10.4% |
| 1Y | -2.3% | -11.3% | +9.0% | +3.0% |
| 3Y | +24.4% | -5.0% | +29.4% | +23.6% |
| 5Y | +60.7% | +19.2% | +41.5% | +35.2% |
| All | +364.1% | +218.8% | +145.3% | +120.3% |
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