+1,077.1%
MRVL vs RACE
+740.1%
+337.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.7% |
| 7D | -28.1% | +5.1% | -33.2% | -30.6% |
| 30D | -50.4% | +7.7% | -58.1% | -52.9% |
| 3M | -32.9% | +2.2% | -35.1% | -34.2% |
| 6M | -17.9% | +23.8% | -41.7% | -29.5% |
| YTD | +66.4% | +13.9% | +52.5% | +48.4% |
| 1Y | +51.5% | +3.8% | +47.8% | +43.5% |
| 3Y | +177.9% | +28.0% | +149.8% | +114.1% |
| 5Y | +100.0% | +64.9% | +35.1% | +28.1% |
| All | +1,077.1% | +740.1% | +337.1% | +304.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling