+1,270.9%
MRVL vs CASY
+556.9%
+714.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.2% | +7.1% | +8.7% |
| 7D | +5.6% | +5.8% | -0.2% | +3.9% |
| 30D | -36.5% | +10.7% | -47.2% | -38.6% |
| 3M | -20.5% | -13.9% | -6.6% | -17.7% |
| 6M | -1.1% | -18.4% | +17.3% | +2.5% |
| YTD | +99.0% | +29.6% | +69.3% | +74.2% |
| 1Y | +89.3% | +32.8% | +56.5% | +63.3% |
| 3Y | +211.6% | +162.3% | +49.4% | +103.3% |
| 5Y | +134.0% | +265.0% | -131.0% | +33.3% |
| All | +1,270.9% | +556.9% | +714.1% | +537.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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