+321.2%
MRVL vs NU
+112.8%
+208.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.2% | +6.4% | +5.2% |
| 7D | +13.8% | -2.6% | +16.4% | +15.0% |
| 30D | +12.7% | +8.2% | +4.5% | +8.2% |
| 3M | -11.9% | +26.3% | -38.2% | -20.9% |
| 6M | +153.8% | +2.2% | +151.6% | +148.0% |
| YTD | +177.0% | -10.4% | +187.3% | +187.2% |
| 1Y | +252.3% | -3.0% | +255.3% | +249.5% |
| All | +321.2% | +112.8% | +208.4% | +165.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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