+252.3%
MRVL vs MUB
+1.0%
+251.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +6.6% |
| 7D | +13.8% | -0.7% | +14.5% | +17.4% |
| 30D | +12.7% | -2.0% | +14.7% | +23.6% |
| 3M | -11.9% | -2.5% | -9.4% | 0.0% |
| 6M | +153.8% | -2.3% | +156.2% | +180.6% |
| YTD | +177.0% | -1.3% | +178.3% | +215.0% |
| 1Y | +252.3% | +1.1% | +251.2% | +376.0% |
| All | +252.3% | +1.0% | +251.3% | +376.0% |
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