+290.9%
MRVL vs SPXU
-85.9%
+376.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.4% | +2.9% | +5.4% |
| 7D | +13.8% | +1.3% | +12.6% | +14.9% |
| 30D | +12.7% | +5.1% | +7.6% | +17.3% |
| 3M | -11.9% | -9.1% | -2.8% | -14.9% |
| 6M | +153.8% | -29.6% | +183.4% | +112.0% |
| YTD | +177.0% | -27.7% | +204.6% | +138.2% |
| 1Y | +252.3% | -37.0% | +289.3% | +180.4% |
| 3Y | +325.5% | -80.2% | +405.7% | +100.4% |
| 5Y | +290.9% | -86.0% | +376.9% | +127.1% |
| All | +290.9% | -85.9% | +376.7% | +127.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling