+1,738.5%
MRVL vs DLR
+3,595.6%
-1,857.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.3% | +6.7% | +6.9% |
| 7D | +3.2% | +1.6% | +1.6% | +2.5% |
| 30D | +5.9% | -3.4% | +9.3% | +7.8% |
| 3M | -29.3% | +0.5% | -29.8% | -30.0% |
| 6M | +186.5% | +4.6% | +181.9% | +179.5% |
| YTD | +163.4% | +23.4% | +140.0% | +137.7% |
| 1Y | +249.5% | +19.0% | +230.5% | +219.6% |
| 3Y | +289.4% | +56.5% | +232.8% | +221.3% |
| 5Y | +270.2% | +33.3% | +236.9% | +223.8% |
| 10Y | +1,748.8% | +165.1% | +1,583.7% | +1,076.0% |
| All | +1,738.5% | +3,595.6% | -1,857.1% | +248.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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