-9.0%
MRSH vs ROIV
+203.5%
-212.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | 0.0% |
| 7D | -5.9% | +19.0% | -24.9% | -4.1% |
| 30D | -7.3% | +16.1% | -23.4% | -5.7% |
| 3M | +6.7% | +44.1% | -37.4% | +10.1% |
| 6M | +3.0% | +37.8% | -34.9% | +6.0% |
| YTD | -2.9% | +88.7% | -91.6% | +1.9% |
| 1Y | -9.0% | +197.3% | -206.3% | -8.1% |
| All | -9.0% | +203.5% | -212.5% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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