+9.3%
MRSH vs PAAS
+195.7%
-186.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | +1.4% | -8.9% | +10.4% | +1.2% |
| 30D | +16.5% | -11.4% | +27.9% | +16.0% |
| 3M | +10.8% | -20.4% | +31.2% | +10.1% |
| 6M | +32.1% | -40.7% | +72.8% | +30.7% |
| YTD | +14.5% | -26.9% | +41.4% | +13.6% |
| 1Y | +15.5% | -3.1% | +18.6% | +14.4% |
| 3Y | +9.3% | +199.3% | -189.9% | +9.0% |
| All | +9.3% | +195.7% | -186.3% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling