+304.8%
MRVL vs DRI
+59.6%
+245.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.5% | +7.6% | +7.2% |
| 7D | +3.2% | +0.6% | +2.6% | +3.1% |
| 30D | +5.9% | +3.8% | +2.1% | +5.0% |
| 3M | -29.3% | +13.0% | -42.3% | -31.9% |
| 6M | +186.5% | +8.3% | +178.2% | +178.2% |
| YTD | +163.4% | +20.6% | +142.8% | +142.6% |
| 1Y | +249.5% | +6.5% | +243.0% | +238.7% |
| All | +304.8% | +59.6% | +245.2% | +217.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling