+209.8%
MRVL vs MUU
+2,723.9%
-2,514.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +11.6% | -4.6% | +3.7% |
| 7D | +3.2% | +17.4% | -14.2% | -1.6% |
| 30D | +5.9% | +24.0% | -18.0% | -0.8% |
| 3M | -29.3% | -23.9% | -5.4% | -28.7% |
| 6M | +186.5% | +284.4% | -97.9% | +76.5% |
| YTD | +163.4% | +583.7% | -420.3% | +29.4% |
| 1Y | +249.5% | +2,981.5% | -2,732.0% | -5.1% |
| All | +209.8% | +2,723.9% | -2,514.0% | -28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling