+82.2%
IVV vs MARA
-69.8%
+152.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MARA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -1.0% |
| 7D | +0.5% | +15.6% | -15.1% | -0.7% |
| 30D | -1.0% | +17.2% | -18.2% | -2.5% |
| 3M | +3.9% | -14.2% | +18.0% | +4.3% |
| 6M | +14.5% | +47.7% | -33.2% | +9.6% |
| YTD | +12.9% | +31.7% | -18.8% | +8.3% |
| 1Y | +19.4% | -22.2% | +41.5% | +18.5% |
| 3Y | +78.8% | +8.4% | +70.4% | +60.5% |
| 5Y | +82.2% | -68.3% | +150.5% | +59.8% |
| All | +82.2% | -69.8% | +152.0% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MARA.
Daily Out/Under-Performance
Portfolio return minus MARA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MARA 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 5y: compounded portfolio wealth divided by compounded MARA 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…
5y analysis · Full analysis span regression · 6 months rolling