+19.8%
MRSH vs TRI
-17.4%
+37.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.4% | -3.1% | +1.8% |
| 7D | +9.4% | +1.0% | +8.4% | +9.0% |
| 30D | +23.4% | +20.8% | +2.7% | +18.2% |
| 3M | +9.9% | +8.1% | +1.8% | +7.3% |
| 6M | +26.0% | +24.2% | +1.9% | +17.8% |
| YTD | +15.2% | -7.8% | +23.0% | +15.7% |
| All | +19.8% | -17.4% | +37.2% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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