+3,270.6%
MRSH vs MKC
+3,311.3%
-40.7%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | -5.9% | -2.8% | -3.1% | -5.2% |
| 30D | -7.3% | -3.4% | -3.9% | -6.5% |
| 3M | +6.7% | +3.8% | +2.9% | +5.5% |
| 6M | +3.0% | -17.9% | +20.9% | +8.0% |
| YTD | -2.9% | -23.6% | +20.7% | +3.4% |
| 1Y | -9.0% | -23.1% | +14.1% | -3.4% |
| 3Y | -4.3% | -31.5% | +27.2% | +3.5% |
| 5Y | +19.4% | -33.1% | +52.5% | +28.8% |
| 10Y | +218.1% | +29.3% | +188.8% | +183.5% |
| All | +3,270.6% | +3,311.3% | -40.7% | +1,517.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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