+195.7%
MRVL vs TER
+188.5%
+7.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.4% | +0.7% | -1.0% |
| 7D | +11.0% | +14.4% | -3.3% | +1.4% |
| 30D | -36.1% | -30.6% | -5.5% | -17.5% |
| 3M | -29.4% | -39.2% | +9.8% | -1.9% |
| 6M | -11.9% | -31.3% | +19.4% | +15.5% |
| YTD | +84.8% | +29.1% | +55.7% | +48.7% |
| 1Y | +79.4% | +47.4% | +32.0% | +31.7% |
| 3Y | +195.7% | +191.2% | +4.5% | +13.4% |
| All | +195.7% | +188.5% | +7.2% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling