-88.7%
MARA vs SPGI
+13.6%
-102.2%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.5% | +10.1% | +10.1% |
| 7D | +2.5% | +1.6% | +0.9% | +1.0% |
| 30D | -23.9% | +16.1% | -40.0% | -34.9% |
| 3M | -23.2% | +15.5% | -38.7% | -34.8% |
| 6M | -43.3% | +19.6% | -62.9% | -55.9% |
| YTD | -18.3% | -3.6% | -14.7% | -19.8% |
| 1Y | -52.9% | +2.2% | -55.1% | -57.6% |
| 3Y | -23.6% | +30.1% | -53.7% | -57.4% |
| 5Y | -88.7% | +14.9% | -103.6% | -92.5% |
| All | -88.7% | +13.6% | -102.2% | -92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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