+1,173.1%
MRVL vs RMD
+347.3%
+825.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -4.9% | -4.8% |
| 7D | +11.0% | +2.1% | +8.9% | +10.2% |
| 30D | -36.1% | +2.1% | -38.2% | -36.8% |
| 3M | -29.4% | +6.2% | -35.7% | -31.6% |
| 6M | -11.9% | +19.4% | -31.3% | -20.4% |
| YTD | +84.8% | +0.5% | +84.2% | +79.3% |
| 1Y | +79.4% | -3.9% | +83.4% | +77.7% |
| 3Y | +195.7% | +72.5% | +123.2% | +114.4% |
| 5Y | +117.2% | -1.5% | +118.7% | +102.3% |
| All | +1,173.1% | +347.3% | +825.8% | +623.1% |
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