+214.6%
MRVL vs MUU
+2,520.2%
-2,305.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -9.3% | +5.9% | -0.8% |
| 7D | +8.7% | +3.6% | +5.1% | +7.5% |
| 30D | +6.9% | +22.3% | -15.4% | +0.4% |
| 3M | -10.1% | -8.2% | -1.9% | -13.3% |
| 6M | +143.4% | +256.3% | -112.9% | +54.5% |
| YTD | +167.5% | +534.4% | -366.9% | +34.1% |
| 1Y | +239.0% | +2,163.5% | -1,924.5% | +2.7% |
| All | +214.6% | +2,520.2% | -2,305.7% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 10y: compounded portfolio wealth divided by compounded MUU 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…
10y analysis · Full analysis span regression · 6 months rolling