+298.8%
MRVL vs TER
+249.3%
+49.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +5.5% | +1.6% | +3.4% |
| 7D | +3.2% | +0.6% | +2.6% | +2.7% |
| 30D | +5.9% | -8.3% | +14.2% | +11.6% |
| 3M | -29.3% | -12.2% | -17.1% | -22.6% |
| 6M | +186.5% | +17.1% | +169.4% | +153.0% |
| YTD | +163.4% | +84.7% | +78.8% | +65.8% |
| 1Y | +249.5% | +199.9% | +49.6% | +50.0% |
| All | +298.8% | +249.3% | +49.5% | +37.4% |
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