+211.7%
MRSH vs INFY
+80.1%
+131.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.6% |
| 7D | -4.8% | -5.4% | +0.6% | -3.3% |
| 30D | -6.3% | -9.9% | +3.5% | -3.8% |
| 3M | +5.8% | -4.6% | +10.4% | +6.8% |
| 6M | +2.8% | -18.5% | +21.3% | +7.7% |
| YTD | -3.1% | -36.5% | +33.4% | +7.6% |
| 1Y | -11.3% | -32.8% | +21.5% | -3.4% |
| 3Y | -5.0% | -32.2% | +27.2% | +1.0% |
| 5Y | +19.2% | -44.7% | +63.9% | +32.4% |
| All | +211.7% | +80.1% | +131.6% | +141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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