+1,204.0%
MRVL vs RBA
+236.6%
+967.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.4% | +7.1% | +8.5% |
| 7D | -9.8% | +2.5% | -12.3% | -10.7% |
| 30D | -43.8% | +11.6% | -55.4% | -46.9% |
| 3M | -29.3% | +1.5% | -30.8% | -30.7% |
| 6M | -9.1% | -6.6% | -2.5% | -8.6% |
| YTD | +82.2% | -6.3% | +88.5% | +81.9% |
| 1Y | +70.3% | -4.0% | +74.3% | +68.1% |
| 3Y | +197.0% | +47.3% | +149.7% | +139.1% |
| 5Y | +115.8% | +47.7% | +68.1% | +68.6% |
| 10Y | +1,204.0% | +224.7% | +979.3% | +608.8% |
| All | +1,204.0% | +236.6% | +967.5% | +608.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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