+82.7%
MRVL vs MUB
+0.1%
+82.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -8.3% |
| 7D | -36.5% | +0.6% | -37.1% | -37.6% |
| 30D | -41.1% | +3.2% | -44.3% | -47.2% |
| 3M | -26.9% | -1.1% | -25.8% | -18.0% |
| 6M | -2.3% | -1.1% | -1.2% | +12.8% |
| YTD | +88.4% | -0.5% | +88.8% | +118.0% |
| 1Y | +82.7% | 0.0% | +82.8% | +111.6% |
| All | +82.7% | +0.1% | +82.7% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 1y: compounded portfolio wealth divided by compounded MUB 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…
1y analysis · Full analysis span regression · 6 months rolling