+1,256.1%
MRVL vs RMD
+4,245.8%
-2,989.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.7% |
| 7D | +23.1% | +0.1% | +23.0% | +23.1% |
| 30D | -38.8% | +1.9% | -40.7% | -39.5% |
| 3M | -24.2% | +6.3% | -30.5% | -26.6% |
| 6M | 0.0% | +18.2% | -18.2% | -9.3% |
| YTD | +93.8% | +0.3% | +93.6% | +87.4% |
| 1Y | +84.4% | -4.3% | +88.7% | +81.7% |
| 3Y | +203.6% | +71.3% | +132.3% | +127.3% |
| 5Y | +127.8% | -1.8% | +129.6% | +113.5% |
| 10Y | +1,257.2% | +344.6% | +912.6% | +563.4% |
| All | +1,256.1% | +4,245.8% | -2,989.7% | +98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling