-3.0%
MRSH vs ACWI
+76.2%
-79.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | -3.8% | +1.1% | -4.8% | -3.9% |
| 30D | -5.8% | -0.2% | -5.6% | -5.8% |
| 3M | +11.7% | +4.7% | +7.0% | +10.6% |
| 6M | -0.3% | +14.5% | -14.8% | -4.1% |
| YTD | -1.1% | +14.6% | -15.8% | -5.1% |
| 1Y | -9.5% | +21.4% | -30.9% | -15.1% |
| All | -3.0% | +76.2% | -79.2% | -22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling