+1,743.1%
MRVL vs RMD
+4,042.5%
-2,299.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.4% | +7.4% | +7.2% |
| 7D | +3.2% | -5.0% | +8.2% | +5.3% |
| 30D | +5.9% | +2.2% | +3.7% | +4.6% |
| 3M | -29.3% | +17.8% | -47.2% | -35.2% |
| 6M | +186.5% | -11.3% | +197.8% | +194.1% |
| YTD | +163.4% | -4.4% | +167.9% | +161.4% |
| 1Y | +249.5% | -15.7% | +265.2% | +264.5% |
| 3Y | +289.4% | +47.7% | +241.6% | +210.4% |
| 5Y | +270.2% | -19.2% | +289.5% | +277.1% |
| 10Y | +1,748.8% | +280.4% | +1,468.4% | +866.6% |
| All | +1,743.1% | +4,042.5% | -2,299.5% | +176.7% |
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