+277.2%
MRVL vs RVTY
-30.4%
+307.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.4% | +7.2% |
| 7D | +3.2% | +1.1% | +2.1% | +2.5% |
| 30D | +5.9% | +13.2% | -7.3% | -1.0% |
| 3M | -29.3% | +27.2% | -56.6% | -38.8% |
| 6M | +186.5% | +32.4% | +154.1% | +138.1% |
| YTD | +163.4% | +34.9% | +128.6% | +114.2% |
| 1Y | +249.5% | +52.4% | +197.1% | +159.8% |
| 3Y | +289.4% | +12.3% | +277.1% | +237.8% |
| All | +277.2% | -30.4% | +307.7% | +364.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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