+965.7%
MRVL vs BIL
+30.8%
+934.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.9% |
| 7D | -28.1% | -0.3% | -27.8% | -29.0% |
| 30D | -50.4% | 0.0% | -50.4% | -50.4% |
| 3M | -32.9% | +0.6% | -33.5% | -30.7% |
| 6M | -17.9% | +1.5% | -19.5% | -11.1% |
| YTD | +66.4% | +2.8% | +63.7% | +91.3% |
| 1Y | +51.5% | +3.3% | +48.2% | +79.3% |
| 3Y | +177.9% | +13.5% | +164.4% | +419.4% |
| 5Y | +100.0% | +19.8% | +80.2% | +402.9% |
| 10Y | +1,108.1% | +25.6% | +1,082.6% | +3,916.6% |
| All | +965.7% | +30.8% | +934.9% | +3,382.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling