+230.2%
MRVL vs MSTU
-87.2%
+317.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -5.4% | +9.7% | +4.9% |
| 7D | +13.8% | +12.9% | +0.9% | +11.1% |
| 30D | +12.7% | +68.3% | -55.7% | +3.4% |
| 3M | -11.9% | +0.4% | -12.3% | -15.2% |
| 6M | +153.8% | -41.5% | +195.4% | +153.8% |
| YTD | +177.0% | -61.7% | +238.7% | +179.2% |
| 1Y | +252.3% | -93.7% | +346.0% | +340.4% |
| All | +230.2% | -87.2% | +317.5% | +289.8% |
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