+239.0%
MRVL vs RIO
+67.4%
+171.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.2% | +0.8% | +0.5% |
| 7D | +8.7% | -3.4% | +12.0% | +12.2% |
| 30D | +6.9% | +0.6% | +6.3% | +6.3% |
| 3M | -10.1% | +2.5% | -12.7% | -12.3% |
| 6M | +143.4% | +10.8% | +132.6% | +131.0% |
| YTD | +167.5% | +30.5% | +137.0% | +118.7% |
| 1Y | +239.0% | +68.1% | +170.8% | +123.0% |
| All | +239.0% | +67.4% | +171.6% | +123.0% |
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