+19.4%
MRSH vs OPEN
-85.3%
+104.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +6.9% | +0.5% |
| 7D | -5.9% | -10.5% | +4.6% | -5.6% |
| 30D | -7.3% | -21.8% | +14.5% | -6.7% |
| 3M | +6.7% | -37.5% | +44.2% | +7.9% |
| 6M | +3.0% | -44.1% | +47.1% | +4.4% |
| YTD | -2.9% | -52.0% | +49.1% | -1.3% |
| 1Y | -9.0% | -52.2% | +43.2% | -8.7% |
| 3Y | -4.3% | -25.9% | +21.6% | -9.3% |
| 5Y | +19.4% | -85.1% | +104.5% | +10.5% |
| All | +19.4% | -85.3% | +104.7% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling