+1,743.1%
MRVL vs RIO
+2,512.0%
-768.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.4% | +6.6% | +6.9% |
| 7D | +3.2% | 0.0% | +3.2% | +3.2% |
| 30D | +5.9% | +4.0% | +2.0% | +4.3% |
| 3M | -29.3% | +0.1% | -29.5% | -28.8% |
| 6M | +186.5% | +12.7% | +173.8% | +175.5% |
| YTD | +163.4% | +35.6% | +127.9% | +133.6% |
| 1Y | +249.5% | +73.7% | +175.8% | +180.1% |
| 3Y | +289.4% | +93.3% | +196.1% | +196.8% |
| 5Y | +270.2% | +92.4% | +177.8% | +178.3% |
| 10Y | +1,748.8% | +606.9% | +1,141.9% | +705.5% |
| All | +1,743.1% | +2,512.0% | -768.9% | +99.3% |
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 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