+824.9%
MRSH vs IAU
+867.6%
-42.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.1% |
| 7D | -5.9% | +0.2% | -6.0% | -5.9% |
| 30D | -7.3% | +0.2% | -7.5% | -7.3% |
| 3M | +7.4% | +3.3% | +4.2% | +7.4% |
| 6M | -0.7% | -14.6% | +13.9% | -0.3% |
| YTD | -3.2% | +1.9% | -5.0% | -3.4% |
| 1Y | -10.6% | +20.9% | -31.5% | -11.5% |
| 3Y | -4.6% | +127.5% | -132.0% | -8.1% |
| 5Y | +19.3% | +141.9% | -122.6% | +14.3% |
| 10Y | +217.3% | +222.8% | -5.5% | +202.6% |
| All | +824.9% | +867.6% | -42.7% | +789.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 all: compounded portfolio wealth divided by compounded IAU 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…
all analysis · Full analysis span regression · 6 months rolling