+1,743.1%
MRVL vs TER
+407.6%
+1,335.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +5.5% | +1.6% | +3.7% |
| 7D | +3.2% | +0.6% | +2.6% | +2.8% |
| 30D | +5.9% | -8.3% | +14.2% | +11.2% |
| 3M | -29.3% | -12.2% | -17.1% | -22.8% |
| 6M | +186.5% | +17.1% | +169.4% | +154.3% |
| YTD | +163.4% | +84.7% | +78.8% | +73.7% |
| 1Y | +249.5% | +199.9% | +49.6% | +67.6% |
| 3Y | +289.4% | +232.8% | +56.6% | +74.0% |
| 5Y | +270.2% | +198.6% | +71.7% | +82.8% |
| 10Y | +1,748.8% | +1,669.7% | +79.1% | +218.4% |
| All | +1,743.1% | +407.6% | +1,335.4% | +155.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling