+212.3%
MRSH vs AMC
-99.0%
+311.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.3% | +0.3% |
| 7D | -5.9% | -7.1% | +1.2% | -5.9% |
| 30D | -7.3% | -1.7% | -5.6% | -7.3% |
| 3M | +6.7% | +13.5% | -6.8% | +6.4% |
| 6M | +3.0% | +112.6% | -109.6% | +2.0% |
| YTD | -2.9% | +51.3% | -54.2% | -3.6% |
| 1Y | -9.0% | -14.5% | +5.5% | -9.1% |
| 3Y | -4.3% | -67.1% | +62.8% | -4.3% |
| 5Y | +19.4% | -99.5% | +119.0% | +22.2% |
| All | +212.3% | -99.0% | +311.3% | +213.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling