+278.0%
MRVL vs RRX
+14.8%
+263.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -2.1% |
| 7D | +8.7% | -3.7% | +12.4% | +11.4% |
| 30D | +6.9% | -9.3% | +16.2% | +14.0% |
| 3M | -10.1% | -21.8% | +11.7% | +6.3% |
| 6M | +143.4% | -22.0% | +165.4% | +190.9% |
| YTD | +167.5% | +11.9% | +155.5% | +147.1% |
| 1Y | +239.0% | +11.6% | +227.4% | +209.2% |
| 3Y | +311.0% | +2.2% | +308.8% | +274.5% |
| 5Y | +278.0% | +14.9% | +263.1% | +224.8% |
| All | +278.0% | +14.8% | +263.2% | +224.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling