+291.4%
MRVL vs TRU
-36.6%
+328.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.0% | +4.7% |
| 7D | +13.8% | -6.5% | +20.3% | +17.4% |
| 30D | +12.7% | -2.5% | +15.2% | +13.6% |
| 3M | -11.9% | +10.4% | -22.3% | -20.3% |
| 6M | +153.8% | +1.6% | +152.2% | +137.2% |
| YTD | +177.0% | -9.7% | +186.7% | +174.5% |
| 1Y | +252.3% | -17.3% | +269.6% | +264.3% |
| 3Y | +325.5% | -1.8% | +327.4% | +277.3% |
| All | +291.4% | -36.6% | +328.0% | +390.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling