+20.2%
MRSH vs GEN
+22.3%
-2.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.4% |
| 7D | -4.8% | -1.3% | -3.5% | -4.5% |
| 30D | -6.3% | +6.1% | -12.4% | -7.4% |
| 3M | +5.8% | +27.0% | -21.2% | +1.0% |
| 6M | +2.8% | +43.9% | -41.1% | -4.6% |
| YTD | -3.1% | +13.0% | -16.1% | -5.9% |
| 1Y | -11.3% | +4.0% | -15.3% | -12.4% |
| 3Y | -5.0% | +66.2% | -71.2% | -16.0% |
| All | +20.2% | +22.3% | -2.1% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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