+20.2%
MRSH vs LPLA
+147.5%
-127.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.5% |
| 7D | -4.8% | -1.5% | -3.2% | -4.6% |
| 30D | -6.3% | -6.0% | -0.3% | -5.6% |
| 3M | +5.8% | +24.0% | -18.2% | +2.7% |
| 6M | +2.8% | +17.0% | -14.2% | +0.3% |
| YTD | -3.1% | -0.7% | -2.4% | -3.7% |
| 1Y | -11.3% | +2.1% | -13.4% | -12.4% |
| 3Y | -5.0% | +48.7% | -53.7% | -13.8% |
| All | +20.2% | +147.5% | -127.3% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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