+1,743.1%
MRVL vs IYR
+683.5%
+1,059.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.7% | +7.8% | +7.5% |
| 7D | +3.2% | -1.2% | +4.4% | +4.0% |
| 30D | +5.9% | -2.9% | +8.8% | +7.9% |
| 3M | -29.3% | +0.8% | -30.2% | -30.7% |
| 6M | +186.5% | +1.9% | +184.6% | +179.5% |
| YTD | +163.4% | +9.6% | +153.8% | +145.1% |
| 1Y | +249.5% | +8.1% | +241.4% | +227.1% |
| 3Y | +289.4% | +29.2% | +260.2% | +225.2% |
| 5Y | +270.2% | +4.3% | +266.0% | +262.5% |
| 10Y | +1,748.8% | +64.7% | +1,684.1% | +1,265.0% |
| All | +1,743.1% | +683.5% | +1,059.6% | +418.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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