+25.8%
LIN vs MRSH
-3.1%
+28.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.0% |
| 7D | -3.5% | -3.8% | +0.3% | -2.2% |
| 30D | -4.1% | -5.8% | +1.7% | -2.1% |
| 3M | -6.4% | +11.7% | -18.1% | -10.1% |
| 6M | -2.4% | -0.3% | -2.1% | -2.4% |
| YTD | +10.9% | -1.1% | +12.1% | +11.0% |
| 1Y | 0.0% | -9.5% | +9.5% | +4.0% |
| 3Y | +25.8% | -2.6% | +28.4% | +26.6% |
| All | +25.8% | -3.1% | +28.9% | +26.6% |
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