+1,313.3%
MRVL vs BUD
+214.6%
+1,098.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.3% |
| 7D | -28.1% | +4.5% | -32.6% | -29.8% |
| 30D | -50.4% | +12.5% | -62.9% | -53.3% |
| 3M | -32.9% | 0.0% | -32.9% | -34.0% |
| 6M | -17.9% | +3.8% | -21.7% | -21.3% |
| YTD | +66.4% | +33.1% | +33.4% | +42.3% |
| 1Y | +51.5% | +35.5% | +16.0% | +28.4% |
| 3Y | +177.9% | +49.4% | +128.5% | +117.7% |
| 5Y | +100.0% | +48.0% | +52.0% | +56.9% |
| 10Y | +1,108.1% | -8.6% | +1,116.7% | +992.6% |
| All | +1,313.3% | +214.6% | +1,098.7% | +529.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling