+121.5%
MRVL vs RMD
-6.1%
+127.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | -10.2% | +3.1% | -13.3% | -11.4% |
| 30D | -43.9% | +1.8% | -45.7% | -44.5% |
| 3M | -26.0% | +6.7% | -32.7% | -28.3% |
| 6M | -9.2% | +13.9% | -23.1% | -16.2% |
| YTD | +82.0% | -2.0% | +84.0% | +80.0% |
| 1Y | +65.9% | -5.4% | +71.3% | +66.8% |
| 3Y | +185.0% | +67.4% | +117.7% | +96.9% |
| 5Y | +121.5% | -5.7% | +127.2% | +113.3% |
| All | +121.5% | -6.1% | +127.6% | +113.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling