+274.9%
MRVL vs RMD
-22.5%
+297.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +2.1% |
| 7D | +7.1% | -4.5% | +11.6% | +9.0% |
| 30D | +3.1% | +4.6% | -1.5% | +1.0% |
| 3M | -21.9% | +14.8% | -36.7% | -27.7% |
| 6M | +151.8% | -12.1% | +163.9% | +163.6% |
| YTD | +165.6% | -7.5% | +173.1% | +170.0% |
| 1Y | +242.3% | -20.1% | +262.3% | +273.0% |
| 3Y | +308.2% | +53.9% | +254.3% | +194.3% |
| All | +274.9% | -22.5% | +297.4% | +287.1% |
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 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