+1,954.1%
MRVL vs TER
+1,819.9%
+134.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.1% | +1.1% | +2.1% |
| 7D | +13.8% | +12.4% | +1.5% | +4.9% |
| 30D | +12.7% | +5.1% | +7.6% | +8.2% |
| 3M | -11.9% | +4.0% | -15.9% | -14.7% |
| 6M | +153.8% | +29.5% | +124.3% | +107.1% |
| YTD | +177.0% | +98.5% | +78.5% | +57.8% |
| 1Y | +252.3% | +234.1% | +18.3% | +32.1% |
| 3Y | +325.5% | +289.0% | +36.5% | +37.3% |
| 5Y | +290.9% | +228.2% | +62.7% | +45.0% |
| 10Y | +1,954.1% | +1,895.7% | +58.5% | +169.9% |
| All | +1,954.1% | +1,819.9% | +134.2% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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