+1,293.1%
MRVL vs RGEN
+450.6%
+842.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.8% | +10.1% | +9.6% |
| 7D | +5.6% | -3.1% | +8.8% | +7.3% |
| 30D | -36.5% | +0.1% | -36.6% | -36.2% |
| 3M | -20.5% | +4.8% | -25.2% | -22.1% |
| 6M | -1.1% | +48.9% | -50.1% | -16.8% |
| YTD | +99.0% | +5.3% | +93.6% | +89.3% |
| 1Y | +89.3% | +12.5% | +76.8% | +75.4% |
| 3Y | +211.6% | +17.0% | +194.7% | +167.3% |
| 5Y | +134.0% | -35.4% | +169.4% | +135.7% |
| 10Y | +1,293.1% | +434.6% | +858.5% | +691.1% |
| All | +1,293.1% | +450.6% | +842.5% | +691.1% |
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