+18.4%
MRSH vs MGY
+8.9%
+9.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.2% | +8.5% | +3.3% |
| 7D | +9.4% | -12.1% | +21.5% | +9.4% |
| 30D | +23.4% | -2.6% | +26.1% | +23.1% |
| 3M | +9.9% | -4.2% | +14.1% | +9.6% |
| 6M | +26.0% | -23.9% | +49.9% | +27.2% |
| YTD | +15.2% | +8.8% | +6.4% | +12.7% |
| 1Y | +18.4% | +9.5% | +8.9% | +15.1% |
| All | +18.4% | +8.9% | +9.5% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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