+77.3%
MRVL vs NU
+17.5%
+59.7%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +11.7% | -16.4% | -8.8% |
| 7D | +11.0% | +9.9% | +1.1% | +7.0% |
| 30D | -36.1% | -11.5% | -24.6% | -34.1% |
| 3M | -29.4% | -5.1% | -24.3% | -29.7% |
| 6M | -11.9% | +3.1% | -15.0% | -15.7% |
| YTD | +84.8% | -21.0% | +105.8% | +94.5% |
| 1Y | +79.4% | -15.2% | +94.6% | +83.7% |
| 3Y | +195.7% | +56.4% | +139.3% | +136.7% |
| All | +77.3% | +17.5% | +59.7% | +25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling