+18.4%
MRSH vs ZBH
+11.3%
+7.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +13.5% | -10.2% | +0.1% |
| 7D | +9.4% | +14.3% | -4.9% | +5.8% |
| 30D | +23.4% | +20.3% | +3.2% | +18.0% |
| 3M | +9.9% | +15.3% | -5.4% | +6.0% |
| 6M | +26.0% | +33.9% | -7.9% | +19.0% |
| YTD | +15.2% | +23.5% | -8.3% | +9.4% |
| 1Y | +18.4% | +7.9% | +10.5% | +13.6% |
| All | +18.4% | +11.3% | +7.1% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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