+1,077.1%
MRVL vs SUI
+115.7%
+961.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.2% |
| 7D | -28.1% | +6.2% | -34.3% | -29.9% |
| 30D | -50.4% | +8.6% | -59.0% | -52.4% |
| 3M | -32.9% | +1.0% | -33.9% | -33.9% |
| 6M | -17.9% | -2.6% | -15.3% | -19.2% |
| YTD | +66.4% | -0.1% | +66.6% | +61.5% |
| 1Y | +51.5% | +0.5% | +51.1% | +46.7% |
| 3Y | +177.9% | +15.3% | +162.6% | +141.2% |
| 5Y | +100.0% | -26.1% | +126.2% | +115.4% |
| All | +1,077.1% | +115.7% | +961.4% | +829.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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