+13,399.1%
SPGI vs MRSH
+3,332.0%
+10,067.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.4% | -1.9% |
| 7D | -2.5% | -3.8% | +1.3% | -0.7% |
| 30D | +5.4% | -5.8% | +11.2% | +8.4% |
| 3M | +9.0% | +11.7% | -2.7% | +3.4% |
| 6M | +0.8% | -0.3% | +1.1% | +0.5% |
| YTD | -12.6% | -1.1% | -11.4% | -12.9% |
| 1Y | -16.1% | -9.5% | -6.7% | -13.2% |
| 3Y | +19.0% | -2.6% | +21.6% | +18.7% |
| 5Y | +5.1% | +22.7% | -17.7% | -5.4% |
| 10Y | +295.5% | +214.6% | +80.9% | +140.8% |
| All | +13,399.1% | +3,332.0% | +10,067.1% | +3,490.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling