+15.5%
MRSH vs SUI
-3.0%
+18.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.5% |
| 7D | +1.4% | -1.5% | +2.9% | +2.2% |
| 30D | +16.5% | +3.7% | +12.7% | +14.3% |
| 3M | +10.8% | -0.4% | +11.2% | +10.8% |
| 6M | +32.1% | -2.8% | +34.8% | +33.0% |
| YTD | +14.5% | -1.6% | +16.1% | +14.5% |
| 1Y | +15.5% | -2.1% | +17.5% | +15.5% |
| All | +15.5% | -3.0% | +18.5% | +15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling