-2.6%
MRSH vs SWK
+15.2%
-17.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | 0.0% | -2.7% |
| 7D | -3.8% | +0.1% | -3.9% | -3.8% |
| 30D | -5.8% | -8.9% | +3.1% | -5.3% |
| 3M | +11.7% | +20.5% | -8.8% | +10.3% |
| 6M | -0.3% | +27.1% | -27.4% | -2.0% |
| YTD | -1.1% | +30.2% | -31.3% | -3.1% |
| 1Y | -9.5% | +24.8% | -34.2% | -11.1% |
| 3Y | -2.6% | +16.3% | -18.9% | -4.3% |
| All | -2.6% | +15.2% | -17.7% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SWK 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling