+1,292.0%
MRVL vs RIO
+2,049.1%
-757.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.5% | +8.8% | +9.1% |
| 7D | +5.6% | +0.5% | +5.1% | +5.7% |
| 30D | -36.5% | -9.9% | -26.6% | -33.4% |
| 3M | -20.5% | -14.0% | -6.5% | -14.8% |
| 6M | -1.1% | -19.5% | +18.4% | +9.8% |
| YTD | +99.0% | +11.5% | +87.4% | +92.4% |
| 1Y | +89.3% | +26.9% | +62.3% | +73.7% |
| 3Y | +211.6% | +55.1% | +156.5% | +162.0% |
| 5Y | +134.1% | +90.7% | +43.4% | +78.6% |
| 10Y | +1,293.1% | +363.3% | +929.8% | +625.5% |
| All | +1,292.0% | +2,049.1% | -757.2% | +64.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling