+280.4%
MRVL vs RRC
+153.5%
+126.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +7.1% | -1.2% | +8.3% | +7.5% |
| 30D | +3.1% | +9.4% | -6.4% | -0.2% |
| 3M | -21.9% | +7.4% | -29.3% | -24.6% |
| 6M | +151.8% | +1.5% | +150.4% | +146.9% |
| YTD | +165.6% | +19.4% | +146.2% | +144.3% |
| 1Y | +242.3% | +24.2% | +218.0% | +209.1% |
| 3Y | +308.2% | +32.8% | +275.4% | +265.1% |
| 5Y | +280.4% | +152.9% | +127.5% | +226.5% |
| All | +280.4% | +153.5% | +126.9% | +226.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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