+1,173.1%
MRVL vs RIO
+354.4%
+818.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.4% |
| 7D | +11.0% | -0.9% | +12.0% | +11.8% |
| 30D | -36.1% | -9.1% | -27.0% | -32.2% |
| 3M | -29.4% | -13.7% | -15.8% | -22.7% |
| 6M | -11.9% | -24.3% | +12.5% | +4.7% |
| YTD | +84.8% | +8.9% | +75.9% | +79.8% |
| 1Y | +79.4% | +22.7% | +56.7% | +64.0% |
| 3Y | +195.7% | +51.2% | +144.6% | +139.1% |
| 5Y | +117.2% | +88.1% | +29.1% | +54.1% |
| All | +1,173.1% | +354.4% | +818.7% | +561.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling