+3,332.0%
MRSH vs HAS
+3,509.7%
-177.7%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.3% |
| 7D | -3.8% | -3.1% | -0.7% | -3.1% |
| 30D | -5.8% | -2.7% | -3.1% | -5.2% |
| 3M | +11.7% | +8.9% | +2.8% | +9.3% |
| 6M | -0.3% | -2.9% | +2.6% | -0.3% |
| YTD | -1.1% | +12.6% | -13.8% | -4.6% |
| 1Y | -9.5% | +17.5% | -26.9% | -13.6% |
| 3Y | -2.6% | +46.2% | -48.8% | -14.0% |
| 5Y | +22.7% | +12.6% | +10.2% | +13.3% |
| 10Y | +214.6% | +55.7% | +158.9% | +153.8% |
| All | +3,332.0% | +3,509.7% | -177.7% | +1,166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HAS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling