+277.2%
MRVL vs BIL
+19.4%
+257.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +7.0% | +7.2% |
| 7D | +3.2% | +0.1% | +3.1% | +3.5% |
| 30D | +5.9% | +0.3% | +5.6% | +7.1% |
| 3M | -29.3% | +0.9% | -30.3% | -27.8% |
| 6M | +186.5% | +1.8% | +184.7% | +183.4% |
| YTD | +163.4% | +2.4% | +161.0% | +154.3% |
| 1Y | +249.5% | +3.7% | +245.8% | +217.9% |
| 3Y | +289.4% | +14.2% | +275.2% | +19.2% |
| All | +277.2% | +19.4% | +257.8% | -34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling