+1,954.1%
MRVL vs DRI
+348.4%
+1,605.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.6% | +5.9% | +4.8% |
| 7D | +13.8% | -4.8% | +18.6% | +15.8% |
| 30D | +12.7% | -3.9% | +16.6% | +14.0% |
| 3M | -11.9% | +5.1% | -17.0% | -14.3% |
| 6M | +153.8% | +5.5% | +148.3% | +144.9% |
| YTD | +177.0% | +16.5% | +160.5% | +155.3% |
| 1Y | +252.3% | +2.0% | +250.4% | +240.0% |
| 3Y | +325.5% | +54.5% | +271.0% | +246.6% |
| 5Y | +290.9% | +66.6% | +224.3% | +211.4% |
| 10Y | +1,954.1% | +353.6% | +1,600.5% | +1,140.7% |
| All | +1,954.1% | +348.4% | +1,605.7% | +1,140.7% |
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