+224.5%
MRSH vs MKSI
+447.2%
-222.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -10.5% | +12.5% | +3.1% |
| 7D | -2.9% | -8.1% | +5.2% | -2.1% |
| 30D | -3.9% | -22.9% | +19.0% | -1.5% |
| 3M | +7.6% | -32.7% | +40.2% | +10.6% |
| 6M | +5.9% | +12.3% | -6.3% | +0.7% |
| YTD | -1.2% | +50.1% | -51.3% | -10.7% |
| 1Y | -9.3% | +108.8% | -118.0% | -23.0% |
| 3Y | -4.5% | +172.0% | -176.4% | -27.4% |
| 5Y | +23.8% | +64.2% | -40.4% | +1.3% |
| 10Y | +224.5% | +451.6% | -227.1% | +86.6% |
| All | +224.5% | +447.2% | -222.7% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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