+34.9%
MRSH vs ACWI
+61.1%
-26.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -0.3% |
| 7D | -1.4% | -0.7% | -0.7% | -1.1% |
| 30D | +17.5% | -2.0% | +19.5% | +18.6% |
| 3M | +9.1% | -2.2% | +11.3% | +10.1% |
| 6M | +29.9% | +1.9% | +28.0% | +27.6% |
| YTD | +14.3% | +12.0% | +2.3% | +5.6% |
| 1Y | +16.6% | +12.5% | +4.0% | +7.2% |
| 3Y | +9.1% | +75.4% | -66.3% | -28.8% |
| All | +34.9% | +61.1% | -26.2% | -6.7% |
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