+1,954.1%
MRVL vs TLT
-20.1%
+1,974.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.8% | +4.2% |
| 7D | +13.8% | -0.3% | +14.1% | +13.8% |
| 30D | +12.7% | 0.0% | +12.7% | +12.7% |
| 3M | -11.9% | -2.9% | -9.1% | -12.2% |
| 6M | +153.8% | -6.3% | +160.1% | +151.5% |
| YTD | +177.0% | -3.3% | +180.3% | +175.6% |
| 1Y | +252.3% | -4.2% | +256.6% | +250.3% |
| 3Y | +325.5% | -1.7% | +327.2% | +324.5% |
| 5Y | +290.9% | -34.9% | +325.8% | +235.8% |
| 10Y | +1,954.1% | -19.8% | +1,973.9% | +2,090.8% |
| All | +1,954.1% | -20.1% | +1,974.3% | +2,090.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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