+323.1%
MRVL vs NRG
+203.5%
+119.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +3.1% |
| 7D | +5.6% | -4.7% | +10.3% | +8.5% |
| 30D | +8.8% | -6.0% | +14.7% | +12.6% |
| 3M | -15.9% | -8.0% | -7.9% | -13.5% |
| 6M | +161.3% | -23.2% | +184.4% | +195.2% |
| YTD | +178.2% | -28.1% | +206.3% | +222.3% |
| 1Y | +255.3% | -27.3% | +282.6% | +305.7% |
| 3Y | +323.1% | +208.7% | +114.5% | +129.2% |
| All | +323.1% | +203.5% | +119.6% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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