+1,925.8%
MRVL vs TRI
+196.2%
+1,729.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +3.5% |
| 7D | +5.6% | -7.9% | +13.5% | +8.3% |
| 30D | +8.8% | -4.5% | +13.3% | +9.5% |
| 3M | -15.9% | +22.1% | -38.0% | -25.8% |
| 6M | +161.3% | -2.8% | +164.0% | +149.6% |
| YTD | +178.2% | -23.4% | +201.6% | +204.1% |
| 1Y | +255.3% | -41.5% | +296.8% | +365.8% |
| 3Y | +323.1% | -19.2% | +342.3% | +320.1% |
| 5Y | +293.2% | -9.4% | +302.6% | +254.7% |
| All | +1,925.8% | +196.2% | +1,729.6% | +902.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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