+1,743.1%
MRVL vs RGEN
+2,529.0%
-786.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.2% | +8.2% | +7.3% |
| 7D | +3.2% | -4.9% | +8.1% | +4.1% |
| 30D | +5.9% | +5.7% | +0.3% | +5.0% |
| 3M | -29.3% | +32.4% | -61.8% | -33.1% |
| 6M | +186.5% | +33.2% | +153.3% | +169.1% |
| YTD | +163.4% | +2.3% | +161.2% | +159.4% |
| 1Y | +249.5% | +39.0% | +210.5% | +224.6% |
| 3Y | +289.4% | -4.6% | +294.0% | +278.6% |
| 5Y | +270.2% | -42.7% | +312.9% | +284.3% |
| 10Y | +1,748.8% | +433.6% | +1,315.2% | +1,300.0% |
| All | +1,743.1% | +2,529.0% | -786.0% | +769.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling