+1,925.8%
MRVL vs TRU
+147.2%
+1,778.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.1% | +3.5% |
| 7D | +5.6% | -2.7% | +8.3% | +7.1% |
| 30D | +8.8% | -2.0% | +10.8% | +9.5% |
| 3M | -15.9% | +18.4% | -34.3% | -26.4% |
| 6M | +161.3% | +8.9% | +152.4% | +135.2% |
| YTD | +178.2% | -8.9% | +187.2% | +174.0% |
| 1Y | +255.3% | -15.9% | +271.2% | +261.9% |
| 3Y | +323.1% | -1.1% | +324.2% | +274.5% |
| 5Y | +293.2% | -35.2% | +328.4% | +336.7% |
| All | +1,925.8% | +147.2% | +1,778.7% | +1,279.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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