+1,224.2%
MRVL vs DRI
+343.2%
+880.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | 0.0% |
| 7D | -10.2% | +4.2% | -14.4% | -11.6% |
| 30D | -43.9% | +15.7% | -59.6% | -47.0% |
| 3M | -26.0% | +5.8% | -31.7% | -28.1% |
| 6M | -9.2% | +18.4% | -27.6% | -16.6% |
| YTD | +82.0% | +28.2% | +53.8% | +61.0% |
| 1Y | +65.9% | +35.9% | +30.0% | +43.1% |
| 3Y | +185.0% | +67.7% | +117.3% | +123.9% |
| 5Y | +121.5% | +77.9% | +43.6% | +70.9% |
| 10Y | +1,224.2% | +338.7% | +885.5% | +684.0% |
| All | +1,224.2% | +343.2% | +880.9% | +684.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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