+1,847.4%
MRVL vs MUB
+16.7%
+1,830.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -2.4% |
| 7D | +8.7% | -1.2% | +9.9% | +10.6% |
| 30D | +6.9% | -2.8% | +9.7% | +11.2% |
| 3M | -10.1% | -3.1% | -7.1% | -6.0% |
| 6M | +143.4% | -2.9% | +146.3% | +154.6% |
| YTD | +167.5% | -2.0% | +169.5% | +176.8% |
| 1Y | +239.0% | 0.0% | +239.0% | +241.7% |
| 3Y | +311.0% | +7.4% | +303.6% | +274.2% |
| 5Y | +278.0% | +0.8% | +277.2% | +269.2% |
| All | +1,847.4% | +16.7% | +1,830.7% | +1,949.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling