+127.8%
MRVL vs RACE
+62.4%
+65.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.5% | -0.1% | -0.9% |
| 7D | +23.1% | -4.0% | +27.1% | +26.6% |
| 30D | -38.8% | +3.5% | -42.4% | -40.6% |
| 3M | -24.2% | -0.4% | -23.8% | -24.5% |
| 6M | 0.0% | +23.2% | -23.1% | -15.2% |
| YTD | +93.8% | +11.0% | +82.9% | +73.8% |
| 1Y | +84.4% | -2.2% | +86.6% | +82.5% |
| 3Y | +203.6% | +22.5% | +181.1% | +114.8% |
| 5Y | +127.8% | +63.2% | +64.7% | +13.4% |
| All | +127.8% | +62.4% | +65.4% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling