+1,954.1%
MRVL vs BUD
-24.2%
+1,978.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.2% | +6.5% | +5.1% |
| 7D | +13.8% | -1.3% | +15.1% | +14.3% |
| 30D | +12.7% | -6.1% | +18.8% | +15.1% |
| 3M | -11.9% | -3.8% | -8.2% | -11.5% |
| 6M | +153.8% | +8.2% | +145.7% | +142.5% |
| YTD | +177.0% | +23.6% | +153.4% | +149.7% |
| 1Y | +252.3% | +33.4% | +218.9% | +207.2% |
| 3Y | +325.5% | +45.3% | +280.2% | +245.6% |
| 5Y | +290.9% | +44.3% | +246.6% | +217.2% |
| 10Y | +1,954.1% | -22.8% | +1,976.9% | +1,759.3% |
| All | +1,954.1% | -24.2% | +1,978.3% | +1,759.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling