+1,847.4%
MRVL vs SPXU
-99.5%
+1,946.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.3% | -2.3% |
| 7D | +8.7% | +6.4% | +2.3% | +12.7% |
| 30D | +6.9% | +5.9% | +1.0% | +10.7% |
| 3M | -10.1% | -11.7% | +1.5% | -13.7% |
| 6M | +143.4% | -28.7% | +172.1% | +115.4% |
| YTD | +167.5% | -26.4% | +193.8% | +142.9% |
| 1Y | +239.0% | -35.2% | +274.2% | +192.7% |
| 3Y | +311.0% | -79.8% | +390.8% | +145.7% |
| 5Y | +278.0% | -86.1% | +364.0% | +157.4% |
| All | +1,847.4% | -99.5% | +1,946.9% | +411.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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