+13.7%
MRSH vs AMIX
-99.9%
+113.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.8% | -7.6% | +1.3% |
| 7D | +1.6% | +11.4% | -9.8% | +1.6% |
| 30D | +17.7% | -40.5% | +58.3% | +17.8% |
| 3M | +9.1% | -80.1% | +89.2% | +9.1% |
| 6M | +28.2% | -74.8% | +103.1% | +28.3% |
| YTD | +14.0% | -84.0% | +98.0% | +14.1% |
| 1Y | +18.7% | -89.7% | +108.4% | +18.9% |
| All | +13.7% | -99.9% | +113.7% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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