+79.4%
MRVL vs RMD
-3.5%
+82.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -4.9% | -4.6% |
| 7D | +11.0% | +2.1% | +8.9% | +11.5% |
| 30D | -36.1% | +2.1% | -38.2% | -35.0% |
| 3M | -29.4% | +6.2% | -35.7% | -27.4% |
| 6M | -11.9% | +19.4% | -31.3% | -2.9% |
| YTD | +84.8% | +0.5% | +84.2% | +114.0% |
| 1Y | +79.4% | -3.9% | +83.4% | +112.5% |
| All | +79.4% | -3.5% | +82.9% | +112.5% |
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