+117.3%
MRVL vs MUU
+1,324.6%
-1,207.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.2% | +0.6% | -3.1% |
| 7D | +11.0% | +24.7% | -13.7% | +3.5% |
| 30D | -36.1% | -35.1% | -0.9% | -28.2% |
| 3M | -29.4% | -44.3% | +14.8% | -18.1% |
| 6M | -11.9% | -44.4% | +32.6% | -5.0% |
| YTD | +84.8% | +244.9% | -160.1% | +8.7% |
| 1Y | +79.4% | +365.6% | -286.2% | -7.2% |
| All | +117.3% | +1,324.6% | -1,207.3% | -39.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling