+4,244.7%
MRVL vs TRI
+561.6%
+3,683.0%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -5.4% | +12.5% | +9.7% |
| 7D | +3.2% | -0.5% | +3.7% | +3.1% |
| 30D | +5.9% | +7.9% | -1.9% | +1.0% |
| 3M | -29.3% | +24.1% | -53.4% | -40.4% |
| 6M | +186.5% | +3.8% | +182.7% | +155.7% |
| YTD | +163.4% | -16.9% | +180.3% | +162.6% |
| 1Y | +249.5% | -38.4% | +287.9% | +316.3% |
| 3Y | +289.4% | -12.2% | +301.6% | +264.5% |
| 5Y | +270.2% | -1.8% | +272.0% | +226.9% |
| 10Y | +1,748.8% | +207.6% | +1,541.2% | +710.2% |
| All | +4,244.7% | +561.6% | +3,683.0% | +796.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling