+96.9%
MRVL vs TER
+53.6%
+43.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.2% | +3.8% |
| 7D | -28.1% | -20.5% | -7.6% | -13.6% |
| 30D | -50.4% | -47.0% | -3.4% | -18.5% |
| 3M | -32.9% | -43.3% | +10.4% | +2.6% |
| 6M | -17.9% | -42.9% | +25.0% | +26.7% |
| YTD | +66.4% | +12.9% | +53.6% | +34.9% |
| 1Y | +51.5% | +18.2% | +33.4% | +18.0% |
| 3Y | +177.9% | +151.8% | +26.1% | -5.3% |
| All | +96.9% | +53.6% | +43.3% | +0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling