+1,100.0%
MRVL vs MUB
+78.6%
+1,021.4%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.3% | +9.1% | +9.2% |
| 7D | +5.6% | +0.4% | +5.2% | +5.3% |
| 30D | -36.5% | +3.9% | -40.4% | -38.2% |
| 3M | -20.5% | -0.2% | -20.2% | -20.4% |
| 6M | -1.1% | -0.4% | -0.8% | -0.8% |
| YTD | +99.0% | +0.5% | +98.4% | +98.7% |
| 1Y | +89.3% | +0.7% | +88.6% | +88.8% |
| 3Y | +211.6% | +11.1% | +200.6% | +192.3% |
| 5Y | +134.0% | +3.7% | +130.3% | +126.6% |
| 10Y | +1,293.1% | +22.9% | +1,270.2% | +1,209.0% |
| All | +1,100.0% | +78.6% | +1,021.4% | +852.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling