+211.7%
MRSH vs EQIX
+246.8%
-35.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.6% |
| 7D | -4.8% | +0.2% | -4.9% | -4.8% |
| 30D | -6.3% | -2.5% | -3.8% | -5.7% |
| 3M | +5.8% | 0.0% | +5.9% | +5.3% |
| 6M | +2.8% | +7.6% | -4.9% | -0.2% |
| YTD | -3.1% | +37.5% | -40.6% | -13.2% |
| 1Y | -11.3% | +32.9% | -44.2% | -19.8% |
| 3Y | -5.0% | +42.8% | -47.7% | -18.0% |
| 5Y | +19.2% | +35.8% | -16.6% | +2.3% |
| All | +211.7% | +246.8% | -35.1% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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