-66.3%
MARA vs ITOT
+74.3%
-140.6%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +2.2% |
| 7D | +5.9% | -0.9% | +6.8% | +9.0% |
| 30D | +24.3% | -1.5% | +25.7% | +30.3% |
| 3M | -12.0% | +3.6% | -15.5% | -20.4% |
| 6M | +40.1% | +13.7% | +26.4% | -3.4% |
| YTD | +33.4% | +12.9% | +20.5% | -3.4% |
| 1Y | -23.7% | +17.2% | -40.9% | -49.6% |
| 3Y | +19.0% | +75.6% | -56.7% | -75.7% |
| All | -66.3% | +74.3% | -140.6% | -89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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