+228.4%
UNH vs MRSH
+218.8%
+9.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.2% |
| 7D | -4.5% | -4.8% | +0.2% | -1.7% |
| 30D | -6.5% | -6.3% | -0.2% | -2.8% |
| 3M | -6.0% | +5.8% | -11.8% | -9.9% |
| 6M | +33.7% | +2.8% | +30.9% | +29.5% |
| YTD | +16.4% | -3.1% | +19.5% | +16.7% |
| 1Y | +10.1% | -11.3% | +21.3% | +16.4% |
| 3Y | -16.3% | -5.0% | -11.3% | -15.4% |
| 5Y | +2.1% | +19.2% | -17.1% | -13.3% |
| All | +228.4% | +218.8% | +9.5% | +64.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling