+82.7%
MRVL vs RMD
-1.9%
+84.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +5.9% | -13.0% | -5.5% |
| 7D | -36.5% | -3.9% | -32.6% | -36.7% |
| 30D | -41.1% | +7.9% | -49.0% | -39.0% |
| 3M | -26.9% | +8.1% | -35.0% | -24.0% |
| 6M | -2.3% | +15.5% | -17.8% | +9.4% |
| YTD | +88.4% | +0.7% | +87.7% | +119.2% |
| 1Y | +82.7% | -1.4% | +84.1% | +118.8% |
| All | +82.7% | -1.9% | +84.6% | +118.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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