+3,211.9%
MRVL vs TLT
+130.7%
+3,081.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.7% |
| 7D | -28.1% | +0.1% | -28.2% | -28.0% |
| 30D | -50.4% | +6.2% | -56.6% | -48.9% |
| 3M | -32.9% | +0.1% | -33.0% | -32.8% |
| 6M | -17.9% | -3.0% | -15.0% | -19.2% |
| YTD | +66.4% | -2.7% | +69.2% | +64.1% |
| 1Y | +51.5% | -4.8% | +56.4% | +47.8% |
| 3Y | +177.9% | +6.9% | +171.0% | +189.1% |
| 5Y | +100.0% | -34.5% | +134.5% | +54.9% |
| 10Y | +1,108.1% | -17.3% | +1,125.4% | +1,048.9% |
| All | +3,211.9% | +130.7% | +3,081.2% | +11,027.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling