+218.5%
MRVL vs RIO
+55.4%
+163.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.5% | +8.8% | +8.9% |
| 7D | +5.6% | +0.5% | +5.1% | +5.6% |
| 30D | -36.5% | -9.9% | -26.6% | -30.8% |
| 3M | -20.5% | -14.0% | -6.5% | -10.1% |
| 6M | -1.1% | -19.5% | +18.4% | +17.7% |
| YTD | +99.0% | +11.5% | +87.4% | +92.4% |
| 1Y | +89.3% | +26.9% | +62.3% | +68.7% |
| All | +218.5% | +55.4% | +163.1% | +144.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling