+177.9%
MRVL vs BIL
+13.5%
+164.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.5% |
| 7D | -28.1% | -0.3% | -27.8% | -26.8% |
| 30D | -50.4% | 0.0% | -50.4% | -47.0% |
| 3M | -32.9% | +0.6% | -33.5% | -18.8% |
| 6M | -17.9% | +1.5% | -19.5% | +15.1% |
| YTD | +66.4% | +2.8% | +63.7% | +145.3% |
| 1Y | +51.5% | +3.3% | +48.2% | +128.4% |
| 3Y | +177.9% | +13.5% | +164.4% | -8.9% |
| All | +177.9% | +13.5% | +164.4% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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