+20.2%
MRSH vs TRGP
+628.1%
-607.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -4.8% | +0.1% | -4.8% | -4.8% |
| 30D | -6.3% | +8.0% | -14.4% | -7.5% |
| 3M | +5.8% | +8.3% | -2.5% | +4.2% |
| 6M | +2.8% | +23.9% | -21.1% | -1.1% |
| YTD | -3.1% | +59.6% | -62.8% | -11.0% |
| 1Y | -11.3% | +79.4% | -90.7% | -20.4% |
| 3Y | -5.0% | +269.4% | -274.4% | -28.3% |
| All | +20.2% | +628.1% | -607.9% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 5y: compounded portfolio wealth divided by compounded TRGP 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…
5y analysis · Full analysis span regression · 6 months rolling