+252.3%
MRVL vs IAU
+19.9%
+232.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.7% |
| 7D | +13.8% | +0.2% | +13.6% | +13.6% |
| 30D | +12.7% | +0.2% | +12.5% | +12.8% |
| 3M | -11.9% | +3.3% | -15.2% | -13.5% |
| 6M | +153.8% | -14.6% | +168.4% | +167.1% |
| YTD | +177.0% | +1.9% | +175.1% | +183.3% |
| 1Y | +252.3% | +20.9% | +231.5% | +310.9% |
| All | +252.3% | +19.9% | +232.5% | +310.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling