+304.0%
MRVL vs RMD
+51.8%
+252.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +1.5% |
| 7D | +7.1% | -4.5% | +11.6% | +8.1% |
| 30D | +3.1% | +4.6% | -1.5% | +2.0% |
| 3M | -21.9% | +14.8% | -36.7% | -25.2% |
| 6M | +151.8% | -12.1% | +163.9% | +163.7% |
| YTD | +165.6% | -7.5% | +173.1% | +172.5% |
| 1Y | +242.3% | -20.1% | +262.3% | +269.3% |
| All | +304.0% | +51.8% | +252.2% | +257.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling