+306.7%
MRVL vs TRV
+140.7%
+166.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.4% |
| 7D | +8.7% | -1.8% | +10.5% | +8.5% |
| 30D | +6.9% | -2.1% | +9.0% | +6.8% |
| 3M | -10.1% | +21.2% | -31.3% | -10.3% |
| 6M | +143.4% | +22.0% | +121.4% | +143.1% |
| YTD | +167.5% | +27.7% | +139.8% | +165.3% |
| 1Y | +239.0% | +36.6% | +202.4% | +232.0% |
| All | +306.7% | +140.7% | +166.0% | +328.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 3y: compounded portfolio wealth divided by compounded TRV 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…
3y analysis · Full analysis span regression · 6 months rolling