+1,847.4%
MRVL vs RMD
+276.6%
+1,570.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.3% | -3.4% |
| 7D | +8.7% | -4.2% | +12.9% | +10.5% |
| 30D | +6.9% | -2.1% | +9.0% | +7.6% |
| 3M | -10.1% | +13.8% | -23.9% | -16.4% |
| 6M | +143.4% | -10.6% | +154.1% | +150.4% |
| YTD | +167.5% | -8.1% | +175.6% | +170.6% |
| 1Y | +239.0% | -18.0% | +256.9% | +260.0% |
| 3Y | +311.0% | +52.9% | +258.1% | +214.3% |
| 5Y | +278.0% | -22.3% | +300.2% | +289.4% |
| All | +1,847.4% | +276.6% | +1,570.8% | +1,087.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling