+1,204.0%
MRVL vs RACE
+738.3%
+465.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.7% | +8.8% | +9.1% |
| 7D | -9.8% | +3.9% | -13.7% | -12.1% |
| 30D | -43.8% | +7.4% | -51.3% | -46.6% |
| 3M | -29.3% | +1.6% | -30.9% | -30.4% |
| 6M | -9.1% | +23.3% | -32.4% | -21.7% |
| YTD | +82.2% | +14.7% | +67.6% | +61.9% |
| 1Y | +70.3% | +2.5% | +67.8% | +62.8% |
| 3Y | +197.0% | +28.0% | +169.0% | +129.1% |
| 5Y | +115.8% | +69.8% | +46.0% | +35.9% |
| 10Y | +1,204.0% | +734.9% | +469.2% | +350.3% |
| All | +1,204.0% | +738.3% | +465.8% | +350.3% |
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