+278.0%
MRVL vs TRI
-11.1%
+289.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -3.2% |
| 7D | +8.7% | -14.4% | +23.0% | +11.2% |
| 30D | +6.9% | -8.1% | +15.0% | +7.8% |
| 3M | -10.1% | +17.5% | -27.7% | -16.1% |
| 6M | +143.4% | -5.0% | +148.4% | +143.6% |
| YTD | +167.5% | -24.7% | +192.2% | +211.8% |
| 1Y | +239.0% | -41.5% | +280.5% | +379.6% |
| 3Y | +311.0% | -20.3% | +331.3% | +288.1% |
| 5Y | +278.0% | -10.9% | +288.9% | +180.7% |
| All | +278.0% | -11.1% | +289.1% | +180.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling