+1,925.8%
MRVL vs RSG
+428.9%
+1,496.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.3% | +3.7% |
| 7D | +5.6% | 0.0% | +5.6% | +5.6% |
| 30D | +8.8% | +4.0% | +4.8% | +6.8% |
| 3M | -15.9% | +7.4% | -23.2% | -19.8% |
| 6M | +161.3% | +0.1% | +161.1% | +155.6% |
| YTD | +178.2% | +6.0% | +172.2% | +163.0% |
| 1Y | +255.3% | -3.0% | +258.3% | +251.4% |
| 3Y | +323.1% | +56.5% | +266.6% | +200.2% |
| 5Y | +293.2% | +90.9% | +202.3% | +142.0% |
| All | +1,925.8% | +428.9% | +1,496.9% | +576.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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