+181.8%
MRSH vs SEI
+608.3%
-426.5%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.2% | +5.5% | +0.4% |
| 7D | -5.9% | +20.7% | -26.6% | -6.6% |
| 30D | -7.3% | +9.1% | -16.4% | -7.7% |
| 3M | +6.7% | -6.0% | +12.7% | +6.4% |
| 6M | +3.0% | +18.9% | -15.9% | +1.1% |
| YTD | -2.9% | +40.1% | -43.0% | -6.0% |
| 1Y | -9.0% | +120.6% | -129.6% | -14.9% |
| 3Y | -4.3% | +562.1% | -566.5% | -22.5% |
| 5Y | +19.4% | +954.5% | -935.0% | -11.0% |
| All | +181.8% | +608.3% | -426.5% | +104.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling