+34.6%
MRSH vs ROIV
+380.3%
-345.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.1% |
| 7D | +1.4% | +1.7% | -0.2% | +1.4% |
| 30D | +16.5% | +17.6% | -1.1% | +15.7% |
| 3M | +10.8% | +9.0% | +1.8% | +10.2% |
| 6M | +32.1% | +35.3% | -3.2% | +29.9% |
| YTD | +14.5% | +82.2% | -67.7% | +10.6% |
| 1Y | +15.5% | +92.3% | -76.8% | +11.2% |
| 3Y | +9.3% | +336.8% | -327.5% | -0.1% |
| All | +34.6% | +380.3% | -345.8% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling