+2,651.0%
MRVL vs NRG
+1,484.6%
+1,166.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.2% | -0.2% | -2.2% |
| 7D | +8.7% | -0.2% | +8.9% | +8.7% |
| 30D | +6.9% | -6.8% | +13.7% | +9.8% |
| 3M | -10.1% | -7.1% | -3.0% | -8.3% |
| 6M | +143.4% | -27.6% | +171.0% | +171.6% |
| YTD | +167.5% | -29.2% | +196.7% | +198.9% |
| 1Y | +239.0% | -29.9% | +268.8% | +279.6% |
| 3Y | +311.0% | +198.7% | +112.3% | +178.7% |
| 5Y | +278.0% | +192.9% | +85.1% | +155.8% |
| 10Y | +1,883.8% | +1,084.1% | +799.6% | +720.3% |
| All | +2,651.0% | +1,484.6% | +1,166.4% | +944.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling