+1,847.4%
MRVL vs IAU
+218.5%
+1,628.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.8% |
| 7D | +8.7% | -3.4% | +12.0% | +10.1% |
| 30D | +6.9% | -1.1% | +8.0% | +7.5% |
| 3M | -10.1% | +5.8% | -16.0% | -11.6% |
| 6M | +143.4% | -16.9% | +160.4% | +157.6% |
| YTD | +167.5% | +0.1% | +167.3% | +169.4% |
| 1Y | +239.0% | +18.4% | +220.6% | +226.2% |
| 3Y | +311.0% | +123.6% | +187.4% | +223.5% |
| 5Y | +278.0% | +138.7% | +139.2% | +187.2% |
| All | +1,847.4% | +218.5% | +1,628.9% | +1,484.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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