+1,504.9%
MRVL vs IAU
+875.8%
+629.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +7.2% |
| 7D | +3.2% | -0.5% | +3.7% | +3.3% |
| 30D | +5.9% | +4.4% | +1.5% | +5.2% |
| 3M | -29.3% | -1.1% | -28.3% | -29.1% |
| 6M | +186.5% | -13.7% | +200.2% | +193.2% |
| YTD | +163.4% | +2.7% | +160.7% | +163.4% |
| 1Y | +249.5% | +24.6% | +224.9% | +240.7% |
| 3Y | +289.4% | +126.8% | +162.5% | +249.9% |
| 5Y | +270.2% | +139.5% | +130.8% | +229.3% |
| 10Y | +1,748.8% | +226.3% | +1,522.6% | +1,514.0% |
| All | +1,504.9% | +875.8% | +629.1% | +1,169.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling