+277.2%
MRVL vs SUI
-31.1%
+308.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.4% | +7.2% |
| 7D | +3.2% | -2.8% | +6.0% | +4.3% |
| 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% | +196.5% |
| YTD | +163.4% | -1.8% | +165.3% | +160.1% |
| 1Y | +249.5% | -4.1% | +253.6% | +247.8% |
| 3Y | +289.4% | +11.3% | +278.1% | +233.9% |
| All | +277.2% | -31.1% | +308.3% | +384.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling