-9.0%
MRSH vs BAM
-12.8%
+3.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.3% |
| 7D | -5.9% | -6.1% | +0.1% | -5.4% |
| 30D | -7.3% | -13.8% | +6.5% | -6.3% |
| 3M | +6.7% | +4.4% | +2.3% | +6.5% |
| 6M | +3.0% | +6.4% | -3.4% | +2.6% |
| YTD | -2.9% | -7.1% | +4.1% | -2.4% |
| 1Y | -9.0% | -11.8% | +2.8% | -7.5% |
| All | -9.0% | -12.8% | +3.8% | -7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling