+1,954.1%
MRVL vs STLA
+46.8%
+1,907.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.9% | +6.1% | +5.0% |
| 7D | +13.8% | +0.4% | +13.4% | +13.6% |
| 30D | +12.7% | -5.2% | +17.9% | +14.6% |
| 3M | -11.9% | -24.9% | +12.9% | -1.7% |
| 6M | +153.8% | -25.2% | +179.0% | +183.2% |
| YTD | +177.0% | -51.4% | +228.4% | +257.4% |
| 1Y | +252.3% | -40.7% | +293.0% | +311.6% |
| 3Y | +325.5% | -66.3% | +391.8% | +503.0% |
| 5Y | +290.9% | -63.2% | +354.1% | +424.9% |
| 10Y | +1,954.1% | +48.7% | +1,905.4% | +1,900.8% |
| All | +1,954.1% | +46.8% | +1,907.4% | +1,900.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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