+0.6%
MRSH vs Q
+71.3%
-70.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.2% |
| 7D | -3.6% | +0.2% | -3.8% | -3.5% |
| 30D | -3.0% | -11.1% | +8.1% | -4.6% |
| 3M | +15.8% | -22.1% | +38.0% | +12.4% |
| 6M | +1.6% | +0.5% | +1.1% | +0.8% |
| YTD | +1.7% | +47.8% | -46.1% | +4.1% |
| All | +0.6% | +71.3% | -70.7% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling