+1,925.8%
MRVL vs RRX
+228.4%
+1,697.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.7% | +0.3% | +1.8% |
| 7D | +5.6% | -0.3% | +6.0% | +5.8% |
| 30D | +8.8% | -6.1% | +14.9% | +13.0% |
| 3M | -15.9% | -23.1% | +7.2% | -1.0% |
| 6M | +161.3% | -19.5% | +180.8% | +202.5% |
| YTD | +178.2% | +16.1% | +162.2% | +153.6% |
| 1Y | +255.3% | +12.9% | +242.4% | +225.4% |
| 3Y | +323.1% | +7.9% | +315.2% | +276.0% |
| 5Y | +293.2% | +19.1% | +274.1% | +229.0% |
| All | +1,925.8% | +228.4% | +1,697.4% | +875.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling