+12.8%
TEAM vs MRSH
-7.9%
+20.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -1.9% |
| 7D | -0.4% | -3.6% | +3.1% | +1.5% |
| 30D | +67.3% | -3.0% | +70.3% | +69.4% |
| 3M | +86.8% | +15.8% | +70.9% | +74.7% |
| 6M | +146.8% | +1.6% | +145.2% | +136.7% |
| YTD | +16.9% | +1.7% | +15.2% | +13.2% |
| 1Y | +12.8% | -8.0% | +20.8% | +10.5% |
| All | +12.8% | -7.9% | +20.7% | +10.5% |
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