+1,001.3%
MRVL vs SUI
+1,595.0%
-593.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | +0.7% | -17.1% | -16.7% |
| 7D | -38.8% | +8.8% | -47.6% | -41.3% |
| 30D | -53.5% | +8.9% | -62.4% | -55.7% |
| 3M | -36.7% | +2.0% | -38.7% | -38.1% |
| 6M | -20.8% | -0.6% | -20.2% | -23.0% |
| YTD | +57.4% | +1.3% | +56.1% | +51.3% |
| 1Y | +44.0% | +1.3% | +42.7% | +38.4% |
| 3Y | +162.2% | +16.3% | +145.9% | +128.1% |
| 5Y | +89.2% | -25.1% | +114.2% | +101.5% |
| 10Y | +1,042.7% | +121.1% | +921.6% | +619.4% |
| All | +1,001.3% | +1,595.0% | -593.7% | +102.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling