+278.0%
MRVL vs TRV
+154.6%
+123.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -4.0% | -3.5% |
| 7D | +8.7% | -1.5% | +10.2% | +8.9% |
| 30D | +6.9% | -1.8% | +8.7% | +7.1% |
| 3M | -10.1% | +21.6% | -31.7% | -13.7% |
| 6M | +143.4% | +22.5% | +121.0% | +132.8% |
| YTD | +167.5% | +28.1% | +139.3% | +152.5% |
| 1Y | +239.0% | +37.0% | +201.9% | +213.0% |
| 3Y | +311.0% | +141.9% | +169.1% | +210.1% |
| 5Y | +278.0% | +158.5% | +119.5% | +179.5% |
| All | +278.0% | +154.6% | +123.3% | +179.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling