+79.9%
MRSH vs OPEN
-74.0%
+154.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.2% |
| 7D | -4.8% | -11.4% | +6.7% | -4.5% |
| 30D | -6.3% | -20.1% | +13.7% | -5.8% |
| 3M | +5.8% | -37.6% | +43.4% | +6.9% |
| 6M | +2.8% | -47.1% | +49.9% | +4.2% |
| YTD | -3.1% | -52.1% | +49.0% | -1.7% |
| 1Y | -11.3% | -73.5% | +62.2% | -9.0% |
| 3Y | -5.0% | -24.4% | +19.4% | -9.3% |
| 5Y | +19.2% | -85.1% | +104.3% | +12.5% |
| All | +79.9% | -74.0% | +154.0% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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