-38.7%
NOW vs MRSH
+20.0%
-58.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.6% | -2.1% |
| 7D | -27.5% | +9.4% | -36.9% | -31.5% |
| 30D | -20.0% | +23.4% | -43.5% | -30.3% |
| 3M | -7.9% | +9.9% | -17.8% | -13.6% |
| 6M | +18.3% | +26.0% | -7.7% | +2.6% |
| YTD | -29.0% | +15.2% | -44.2% | -37.4% |
| 1Y | -38.7% | +18.4% | -57.1% | -46.5% |
| All | -38.7% | +20.0% | -58.7% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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