+3,317.6%
MRSH vs SUI
+4,038.8%
-721.1%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | -1.4% | -2.4% | +1.1% | -0.5% |
| 30D | +17.5% | +3.3% | +14.2% | +16.2% |
| 3M | +9.1% | +0.7% | +8.5% | +8.8% |
| 6M | +29.9% | -4.1% | +34.0% | +31.7% |
| YTD | +14.3% | -1.8% | +16.1% | +14.7% |
| 1Y | +16.6% | -4.1% | +20.6% | +17.9% |
| 3Y | +9.1% | +17.4% | -8.3% | +1.0% |
| 5Y | +36.4% | -27.0% | +63.4% | +46.5% |
| 10Y | +262.7% | +121.2% | +141.5% | +162.7% |
| All | +3,317.6% | +4,038.8% | -721.1% | +1,058.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling