+1,758.4%
MRVL vs RRX
+1,489.7%
+268.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.5% |
| 7D | +7.1% | +4.3% | +2.9% | +4.5% |
| 30D | +3.1% | -8.0% | +11.1% | +8.1% |
| 3M | -21.9% | -22.0% | +0.1% | -9.6% |
| 6M | +151.8% | -11.9% | +163.7% | +174.9% |
| YTD | +165.6% | +17.1% | +148.5% | +141.9% |
| 1Y | +242.3% | +14.9% | +227.4% | +211.5% |
| 3Y | +308.2% | +6.9% | +301.3% | +268.9% |
| 5Y | +280.4% | +19.6% | +260.8% | +225.3% |
| 10Y | +1,832.5% | +215.9% | +1,616.6% | +811.6% |
| All | +1,758.4% | +1,489.7% | +268.7% | +164.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling