+181.2%
MRSH vs SEI
+644.4%
-463.2%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.1% | -5.3% | -0.4% |
| 7D | -4.8% | +22.6% | -27.3% | -5.5% |
| 30D | -6.3% | +9.1% | -15.4% | -6.7% |
| 3M | +5.8% | -11.3% | +17.1% | +6.0% |
| 6M | +2.8% | +22.0% | -19.2% | +0.9% |
| YTD | -3.1% | +47.3% | -50.4% | -6.3% |
| 1Y | -11.3% | +124.8% | -136.0% | -17.1% |
| 3Y | -5.0% | +591.3% | -596.2% | -23.1% |
| 5Y | +19.2% | +1,008.2% | -989.0% | -11.4% |
| All | +181.2% | +644.4% | -463.2% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 10y: compounded portfolio wealth divided by compounded SEI 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…
10y analysis · Full analysis span regression · 6 months rolling