+1,743.1%
MRVL vs DRI
+4,154.5%
-2,411.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.5% | +7.6% | +7.3% |
| 7D | +3.2% | +0.6% | +2.6% | +2.9% |
| 30D | +5.9% | +3.8% | +2.1% | +4.0% |
| 3M | -29.3% | +13.0% | -42.3% | -33.6% |
| 6M | +186.5% | +8.3% | +178.2% | +172.4% |
| YTD | +163.4% | +20.6% | +142.8% | +138.3% |
| 1Y | +249.5% | +6.5% | +243.0% | +230.5% |
| 3Y | +289.4% | +53.7% | +235.6% | +213.9% |
| 5Y | +270.2% | +72.7% | +197.6% | +188.4% |
| 10Y | +1,748.8% | +363.2% | +1,385.7% | +741.6% |
| All | +1,743.1% | +4,154.5% | -2,411.5% | +236.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling