+15.1%
TEAM vs MRSH
+20.0%
-4.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.9% | -2.5% |
| 7D | -13.7% | +9.4% | -23.1% | -18.6% |
| 30D | -3.4% | +23.4% | -26.9% | -16.2% |
| 3M | +72.1% | +9.9% | +62.2% | +60.7% |
| 6M | +103.8% | +26.0% | +77.8% | +74.8% |
| YTD | +17.1% | +15.2% | +1.9% | +5.5% |
| 1Y | +15.1% | +18.4% | -3.3% | +2.2% |
| All | +15.1% | +20.0% | -4.9% | +2.2% |
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