+154.8%
MRVL vs NU
+36.3%
+118.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +7.1% | +6.0% | +1.1% | +4.7% |
| 30D | +3.1% | +10.8% | -7.7% | -1.2% |
| 3M | -21.9% | +32.2% | -54.1% | -29.8% |
| 6M | +151.8% | +5.1% | +146.7% | +143.9% |
| YTD | +165.6% | -8.4% | +174.1% | +170.0% |
| 1Y | +242.3% | +0.7% | +241.5% | +235.0% |
| 3Y | +308.2% | +125.1% | +183.1% | +192.8% |
| All | +154.8% | +36.3% | +118.6% | +73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling