+225.7%
MRVL vs MUU
+2,789.9%
-2,564.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.5% | -1.2% | +2.7% |
| 7D | +13.8% | +15.0% | -1.2% | +9.3% |
| 30D | +12.7% | +36.8% | -24.1% | +2.6% |
| 3M | -11.9% | -8.5% | -3.4% | -15.2% |
| 6M | +153.8% | +320.7% | -166.9% | +53.9% |
| YTD | +177.0% | +599.7% | -422.7% | +35.1% |
| 1Y | +252.3% | +2,569.2% | -2,316.8% | +1.4% |
| All | +225.7% | +2,789.9% | -2,564.1% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling