+1,954.1%
MRVL vs EXR
+144.7%
+1,809.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.5% | +6.8% | +5.1% |
| 7D | +13.8% | -3.1% | +16.9% | +14.9% |
| 30D | +12.7% | -7.5% | +20.2% | +15.6% |
| 3M | -11.9% | -7.5% | -4.4% | -10.5% |
| 6M | +153.8% | -5.2% | +159.0% | +155.8% |
| YTD | +177.0% | +6.5% | +170.4% | +166.8% |
| 1Y | +252.3% | -2.0% | +254.4% | +248.3% |
| 3Y | +325.5% | +21.5% | +304.0% | +274.4% |
| 5Y | +290.9% | -11.5% | +302.4% | +287.7% |
| 10Y | +1,954.1% | +148.0% | +1,806.1% | +1,590.7% |
| All | +1,954.1% | +144.7% | +1,809.4% | +1,590.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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