+18.4%
MRSH vs SYF
+4.2%
+14.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.5% | +3.3% |
| 7D | +9.4% | -0.4% | +9.8% | +9.4% |
| 30D | +23.4% | +4.4% | +19.1% | +22.9% |
| 3M | +9.9% | -4.7% | +14.6% | +10.2% |
| 6M | +26.0% | +1.9% | +24.1% | +25.2% |
| YTD | +15.2% | -8.9% | +24.2% | +14.6% |
| 1Y | +18.4% | +4.1% | +14.3% | +17.3% |
| All | +18.4% | +4.2% | +14.2% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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