+19.3%
MRSH vs KEEL
-58.5%
+77.8%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -21.4% | +21.0% | -2.2% |
| 7D | +6.3% | -28.6% | +34.9% | +3.9% |
| 30D | +21.9% | -52.4% | +74.4% | +15.7% |
| 3M | +9.4% | -58.0% | +67.4% | +3.4% |
| 6M | +25.9% | -53.3% | +79.2% | +20.2% |
| YTD | +14.7% | -29.8% | +44.5% | +11.7% |
| 1Y | +19.3% | -59.4% | +78.6% | +15.5% |
| All | +19.3% | -58.5% | +77.8% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 1y: compounded portfolio wealth divided by compounded KEEL 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…
1y analysis · Full analysis span regression · 6 months rolling