+8.9%
MRSH vs BAM
+66.1%
-57.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | -5.9% | -6.1% | +0.1% | -5.2% |
| 30D | -7.3% | -13.8% | +6.5% | -5.5% |
| 3M | +6.7% | +4.4% | +2.3% | +6.0% |
| 6M | +3.0% | +6.4% | -3.4% | +1.9% |
| YTD | -2.9% | -7.1% | +4.1% | -2.3% |
| 1Y | -9.0% | -11.8% | +2.8% | -7.9% |
| 3Y | -4.3% | +50.2% | -54.5% | -11.0% |
| All | +8.9% | +66.1% | -57.3% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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