+1,204.0%
MRVL vs EXR
+215.3%
+988.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.6% | +8.9% | +9.3% |
| 7D | -9.8% | +2.7% | -12.5% | -10.6% |
| 30D | -43.8% | +18.9% | -62.8% | -47.2% |
| 3M | -29.3% | +8.4% | -37.7% | -31.5% |
| 6M | -9.1% | +14.3% | -23.4% | -14.4% |
| YTD | +82.2% | +27.2% | +55.0% | +64.7% |
| 1Y | +70.3% | +25.9% | +44.4% | +54.2% |
| 3Y | +197.0% | +54.6% | +142.4% | +139.3% |
| 5Y | +115.8% | -0.6% | +116.4% | +103.8% |
| 10Y | +1,204.0% | +208.5% | +995.5% | +943.9% |
| All | +1,204.0% | +215.3% | +988.8% | +943.9% |
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