+120.3%
MRVL vs MSTU
-92.2%
+212.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.0% | +0.3% | -4.0% |
| 7D | +11.0% | -25.8% | +36.8% | +15.3% |
| 30D | -36.1% | -43.9% | +7.8% | -31.4% |
| 3M | -29.4% | +2.9% | -32.3% | -32.0% |
| 6M | -11.9% | -75.5% | +63.6% | -1.5% |
| YTD | +84.8% | -76.7% | +161.5% | +95.8% |
| 1Y | +79.4% | -88.9% | +168.4% | +107.2% |
| All | +120.3% | -92.2% | +212.6% | +173.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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