+1,173.1%
MRVL vs MOS
-3.5%
+1,176.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.7% | -5.4% | -4.9% |
| 7D | +11.0% | -2.0% | +13.0% | +11.6% |
| 30D | -36.1% | +15.3% | -51.4% | -39.4% |
| 3M | -29.4% | +1.5% | -30.9% | -30.7% |
| 6M | -11.9% | -2.0% | -9.9% | -13.1% |
| YTD | +84.8% | -6.5% | +91.3% | +81.5% |
| 1Y | +79.4% | -11.1% | +90.5% | +77.9% |
| 3Y | +195.7% | -30.3% | +226.0% | +207.0% |
| 5Y | +117.2% | -33.5% | +150.7% | +121.5% |
| All | +1,173.1% | -3.5% | +1,176.6% | +939.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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