+83.6%
MRSH vs OPEN
-71.4%
+155.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -2.7% |
| 7D | -3.8% | +1.0% | -4.8% | -3.8% |
| 30D | -5.8% | -11.9% | +6.1% | -5.5% |
| 3M | +11.7% | -28.8% | +40.5% | +12.5% |
| 6M | -0.3% | -38.6% | +38.3% | +0.6% |
| YTD | -1.1% | -47.3% | +46.2% | 0.0% |
| 1Y | -9.5% | -49.2% | +39.7% | -9.3% |
| 3Y | -2.6% | -18.8% | +16.2% | -7.1% |
| 5Y | +22.7% | -83.6% | +106.4% | +15.6% |
| All | +83.6% | -71.4% | +155.0% | +66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling