+249.5%
MRVL vs RIO
+73.7%
+175.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.4% | +6.6% | +6.7% |
| 7D | +3.2% | 0.0% | +3.2% | +3.2% |
| 30D | +5.9% | +4.0% | +2.0% | +2.2% |
| 3M | -29.3% | +0.1% | -29.5% | -29.7% |
| 6M | +186.5% | +12.7% | +173.8% | +166.6% |
| YTD | +163.4% | +35.6% | +127.9% | +113.6% |
| 1Y | +249.5% | +73.7% | +175.8% | +150.1% |
| All | +249.5% | +73.7% | +175.7% | +150.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 1y: compounded portfolio wealth divided by compounded RIO 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…
1y analysis · Full analysis span regression · 6 months rolling