+280.4%
MRVL vs MUB
+2.2%
+278.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.9% |
| 7D | +7.1% | -0.3% | +7.4% | +7.7% |
| 30D | +3.1% | -1.5% | +4.6% | +6.2% |
| 3M | -21.9% | -1.9% | -20.0% | -18.9% |
| 6M | +151.8% | -1.7% | +153.6% | +161.4% |
| YTD | +165.6% | -0.8% | +166.4% | +171.9% |
| 1Y | +242.3% | +1.5% | +240.8% | +238.4% |
| 3Y | +308.2% | +8.8% | +299.4% | +247.5% |
| 5Y | +280.4% | +2.0% | +278.4% | +256.3% |
| All | +280.4% | +2.2% | +278.2% | +256.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling