-5.7%
MARA vs IP
+21.5%
-27.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -3.4% |
| 7D | +6.0% | -5.3% | +11.3% | +8.3% |
| 30D | +0.6% | -10.9% | +11.5% | +5.1% |
| 3M | -18.5% | +11.2% | -29.7% | -23.2% |
| 6M | +21.7% | -10.2% | +32.0% | +25.8% |
| YTD | +25.9% | -2.0% | +27.9% | +23.7% |
| 1Y | -25.1% | -19.1% | -6.1% | -19.0% |
| All | -5.7% | +21.5% | -27.3% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 3y: compounded portfolio wealth divided by compounded IP 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…
3y analysis · Full analysis span regression · 6 months rolling