+18.4%
MRSH vs SNAP
-22.3%
+40.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.9% | -2.6% | +3.0% |
| 7D | +9.4% | -0.7% | +10.1% | +9.4% |
| 30D | +23.4% | +5.5% | +17.9% | +23.1% |
| 3M | +9.9% | +2.2% | +7.6% | +9.6% |
| 6M | +26.0% | -4.1% | +30.1% | +24.6% |
| YTD | +15.2% | -26.6% | +41.9% | +9.9% |
| 1Y | +18.4% | -20.7% | +39.2% | +13.4% |
| All | +18.4% | -22.3% | +40.7% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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