+186.5%
MRVL vs IAU
-14.2%
+200.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +8.1% |
| 7D | +3.2% | -0.5% | +3.7% | +3.7% |
| 30D | +5.9% | +4.4% | +1.5% | +0.3% |
| 3M | -29.3% | -1.1% | -28.3% | -26.6% |
| 6M | +186.5% | -13.7% | +200.2% | +246.8% |
| All | +186.5% | -14.2% | +200.7% | +246.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling