+134.0%
MRVL vs MUB
+3.6%
+130.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.3% | +9.1% | +8.9% |
| 7D | +5.6% | +0.4% | +5.2% | +4.8% |
| 30D | -36.5% | +3.9% | -40.4% | -40.8% |
| 3M | -20.5% | -0.2% | -20.2% | -20.0% |
| 6M | -1.1% | -0.4% | -0.8% | +0.2% |
| YTD | +99.0% | +0.5% | +98.4% | +99.0% |
| 1Y | +89.3% | +0.7% | +88.6% | +89.0% |
| 3Y | +211.6% | +11.1% | +200.6% | +154.0% |
| 5Y | +134.0% | +3.7% | +130.3% | +107.5% |
| All | +134.0% | +3.6% | +130.5% | +107.5% |
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