+2,847.5%
MRSH vs RY
+11,185.2%
-8,337.7%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +1.4% | +0.6% | +0.9% | +1.2% |
| 30D | +16.5% | +5.0% | +11.4% | +13.9% |
| 3M | +10.8% | -5.3% | +16.1% | +13.3% |
| 6M | +32.1% | +13.8% | +18.2% | +23.9% |
| YTD | +14.5% | +21.0% | -6.5% | +4.1% |
| 1Y | +15.5% | +40.5% | -25.0% | -1.9% |
| 3Y | +9.3% | +159.7% | -150.3% | -30.6% |
| 5Y | +35.1% | +124.3% | -89.3% | -8.9% |
| 10Y | +263.2% | +351.6% | -88.4% | +76.6% |
| All | +2,847.5% | +11,185.2% | -8,337.7% | +256.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 all: compounded portfolio wealth divided by compounded RY 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…
all analysis · Full analysis span regression · 6 months rolling