+19.3%
MRSH vs ACWI
+67.2%
-48.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.7% |
| 7D | -5.9% | 0.0% | -5.8% | -5.8% |
| 30D | -7.3% | -0.6% | -6.7% | -7.0% |
| 3M | +7.4% | +4.3% | +3.2% | +4.7% |
| 6M | -0.7% | +12.7% | -13.4% | -8.1% |
| YTD | -3.2% | +13.9% | -17.1% | -11.2% |
| 1Y | -10.6% | +20.5% | -31.1% | -21.2% |
| 3Y | -4.6% | +76.5% | -81.1% | -37.7% |
| 5Y | +19.3% | +67.5% | -48.2% | -20.2% |
| All | +19.3% | +67.2% | -48.0% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling