+1,235.6%
MRVL vs RGEN
+411.3%
+824.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.5% | +1.0% | -1.2% |
| 7D | +23.1% | -1.2% | +24.3% | +23.8% |
| 30D | -38.8% | -5.1% | -33.7% | -37.3% |
| 3M | -24.2% | +0.5% | -24.7% | -24.6% |
| 6M | 0.0% | +46.6% | -46.6% | -15.3% |
| YTD | +93.8% | +1.6% | +92.2% | +86.9% |
| 1Y | +84.4% | +5.4% | +79.0% | +75.3% |
| 3Y | +203.6% | +12.8% | +190.8% | +164.0% |
| 5Y | +127.8% | -35.6% | +163.4% | +130.0% |
| All | +1,235.6% | +411.3% | +824.3% | +670.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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