+1,804.5%
MRVL vs SUI
+108.4%
+1,696.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.4% | +7.2% |
| 7D | +3.2% | -2.8% | +6.0% | +4.4% |
| 30D | +5.9% | -1.2% | +7.1% | +6.5% |
| 3M | -29.3% | -1.7% | -27.6% | -29.9% |
| 6M | +186.5% | -10.5% | +197.0% | +195.9% |
| YTD | +163.4% | -1.8% | +165.3% | +160.4% |
| 1Y | +249.5% | -4.1% | +253.6% | +248.0% |
| 3Y | +289.4% | +11.3% | +278.1% | +246.5% |
| 5Y | +270.2% | -32.1% | +302.4% | +317.0% |
| All | +1,804.5% | +108.4% | +1,696.1% | +1,383.6% |
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