-9.0%
MRSH vs ACWI
+19.1%
-28.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | 0.0% |
| 7D | -5.9% | -1.9% | -4.0% | -6.6% |
| 30D | -7.3% | -1.3% | -6.0% | -7.7% |
| 3M | +6.7% | +5.0% | +1.7% | +8.3% |
| 6M | +3.0% | +11.7% | -8.7% | +4.9% |
| YTD | -2.9% | +13.0% | -15.9% | -1.1% |
| 1Y | -9.0% | +19.2% | -28.2% | -7.5% |
| All | -9.0% | +19.1% | -28.1% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling