+278.0%
MRVL vs FCUV
-99.9%
+377.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.4% |
| 7D | +8.7% | -72.0% | +80.6% | +10.0% |
| 30D | +6.9% | -8.0% | +14.9% | +6.0% |
| 3M | -10.1% | +66.3% | -76.4% | -16.7% |
| 6M | +143.4% | -75.3% | +218.7% | +143.3% |
| YTD | +167.5% | -83.0% | +250.4% | +170.8% |
| 1Y | +239.0% | -94.7% | +333.6% | +261.7% |
| 3Y | +311.0% | -99.3% | +410.2% | +365.5% |
| 5Y | +278.0% | -99.9% | +377.8% | +388.2% |
| All | +278.0% | -99.9% | +377.8% | +388.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 5y: compounded portfolio wealth divided by compounded FCUV 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…
5y analysis · Full analysis span regression · 6 months rolling