+211.7%
MRSH vs ZBH
-16.2%
+227.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.6% |
| 7D | -4.8% | -4.7% | -0.1% | -3.4% |
| 30D | -6.3% | -4.5% | -1.8% | -5.0% |
| 3M | +5.8% | +7.6% | -1.8% | +3.4% |
| 6M | +2.8% | +0.3% | +2.5% | +2.1% |
| YTD | -3.1% | +4.5% | -7.6% | -5.1% |
| 1Y | -11.3% | -9.4% | -1.9% | -9.8% |
| 3Y | -5.0% | -21.5% | +16.5% | -0.5% |
| 5Y | +19.2% | -28.4% | +47.6% | +26.5% |
| All | +211.7% | -16.2% | +227.9% | +195.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling