+1,488.8%
MRVL vs MUB
+76.3%
+1,412.6%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +7.0% | +7.0% |
| 7D | +3.2% | -0.9% | +4.1% | +3.8% |
| 30D | +5.9% | -1.4% | +7.4% | +7.0% |
| 3M | -29.3% | -2.2% | -27.2% | -28.2% |
| 6M | +186.5% | -1.9% | +188.4% | +190.8% |
| YTD | +163.4% | -0.8% | +164.2% | +165.6% |
| 1Y | +249.5% | +2.7% | +246.8% | +244.9% |
| 3Y | +289.4% | +8.6% | +280.8% | +270.9% |
| 5Y | +270.2% | +2.0% | +268.2% | +262.5% |
| 10Y | +1,748.8% | +17.9% | +1,730.9% | +1,658.7% |
| All | +1,488.8% | +76.3% | +1,412.6% | +1,172.9% |
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