+278.0%
MRVL vs NUE
+142.4%
+135.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.9% |
| 7D | +8.7% | -2.7% | +11.4% | +10.2% |
| 30D | +6.9% | -6.1% | +13.0% | +10.0% |
| 3M | -10.1% | +2.2% | -12.4% | -12.7% |
| 6M | +143.4% | +50.8% | +92.7% | +93.5% |
| YTD | +167.5% | +57.5% | +109.9% | +106.4% |
| 1Y | +239.0% | +82.5% | +156.5% | +140.3% |
| 3Y | +311.0% | +61.7% | +249.3% | +195.6% |
| 5Y | +278.0% | +145.1% | +132.8% | +122.6% |
| All | +278.0% | +142.4% | +135.6% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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