-68.0%
MARA vs SPXU
-85.5%
+17.5%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -6.0% | -2.2% |
| 7D | -1.5% | +6.4% | -7.8% | +5.0% |
| 30D | +18.1% | +5.9% | +12.1% | +25.8% |
| 3M | -9.4% | -11.7% | +2.2% | -17.6% |
| 6M | +33.4% | -28.7% | +62.1% | +2.5% |
| YTD | +27.3% | -26.4% | +53.6% | +5.4% |
| 1Y | -27.9% | -35.2% | +7.3% | -45.2% |
| 3Y | +4.8% | -79.8% | +84.6% | -64.1% |
| 5Y | -68.0% | -86.1% | +18.0% | -82.7% |
| All | -68.0% | -85.5% | +17.5% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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