+60.8%
LIN vs MRSH
+23.5%
+37.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -0.5% |
| 7D | -3.5% | -3.8% | +0.3% | -1.6% |
| 30D | -4.1% | -5.8% | +1.7% | -1.2% |
| 3M | -6.4% | +11.7% | -18.1% | -12.0% |
| 6M | -2.4% | -0.3% | -2.1% | -3.0% |
| YTD | +10.9% | -1.1% | +12.1% | +10.2% |
| 1Y | 0.0% | -9.5% | +9.5% | +4.5% |
| 3Y | +25.8% | -2.6% | +28.4% | +23.3% |
| 5Y | +60.8% | +22.7% | +38.1% | +29.7% |
| All | +60.8% | +23.5% | +37.3% | +29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling