+260.4%
MRSH vs SUI
+120.9%
+139.5%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.6% |
| 7D | -1.8% | -3.8% | +2.0% | -0.3% |
| 30D | +16.2% | +3.9% | +12.3% | +14.5% |
| 3M | +9.5% | +0.2% | +9.3% | +9.3% |
| 6M | +27.3% | -4.2% | +31.5% | +29.3% |
| YTD | +13.3% | -2.5% | +15.8% | +14.1% |
| 1Y | +15.0% | -4.0% | +19.0% | +16.4% |
| 3Y | +8.1% | +16.5% | -8.4% | -0.8% |
| 5Y | +33.7% | -27.2% | +60.9% | +47.1% |
| All | +260.4% | +120.9% | +139.5% | +203.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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