+264.1%
MRSH vs PAAS
+205.7%
+58.4%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | +1.4% | -8.9% | +10.4% | +1.8% |
| 30D | +16.5% | -11.4% | +27.9% | +17.0% |
| 3M | +10.8% | -20.4% | +31.2% | +11.6% |
| 6M | +32.1% | -40.7% | +72.8% | +34.7% |
| YTD | +14.5% | -26.9% | +41.4% | +14.9% |
| 1Y | +15.5% | -3.1% | +18.6% | +13.8% |
| 3Y | +9.3% | +199.3% | -189.9% | -2.1% |
| 5Y | +35.1% | +48.3% | -13.2% | +25.4% |
| All | +264.1% | +205.7% | +58.4% | +225.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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