+8.2%
NOW vs MRSH
-4.9%
+13.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -1.3% |
| 7D | -4.1% | -5.9% | +1.8% | -1.3% |
| 30D | +2.9% | -7.3% | +10.2% | +6.6% |
| 3M | +22.6% | +7.4% | +15.1% | +19.8% |
| 6M | +7.5% | -0.7% | +8.2% | +7.3% |
| YTD | -14.4% | -3.2% | -11.3% | -14.1% |
| 1Y | -29.8% | -10.6% | -19.2% | -27.9% |
| All | +8.2% | -4.9% | +13.1% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling