+9.3%
MRSH vs SUI
+18.2%
-8.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.8% |
| 7D | +1.4% | -1.5% | +2.9% | +1.9% |
| 30D | +16.5% | +3.7% | +12.7% | +15.3% |
| 3M | +10.8% | -0.4% | +11.2% | +10.8% |
| 6M | +32.1% | -2.8% | +34.8% | +32.8% |
| YTD | +14.5% | -1.6% | +16.1% | +14.7% |
| 1Y | +15.5% | -2.1% | +17.5% | +15.8% |
| 3Y | +9.3% | +18.5% | -9.1% | +10.0% |
| All | +9.3% | +18.2% | -8.8% | +10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling