+280.4%
MRVL vs U
-68.4%
+348.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | 0.0% |
| 7D | +7.1% | +4.5% | +2.7% | +5.7% |
| 30D | +3.1% | -0.6% | +3.6% | +3.0% |
| 3M | -21.9% | +48.4% | -70.4% | -31.4% |
| 6M | +151.8% | +115.4% | +36.5% | +93.9% |
| YTD | +165.6% | -3.2% | +168.9% | +153.3% |
| 1Y | +242.3% | -6.0% | +248.3% | +224.1% |
| 3Y | +308.2% | +13.5% | +294.7% | +230.2% |
| 5Y | +280.4% | -68.0% | +348.4% | +284.0% |
| All | +280.4% | -68.4% | +348.8% | +284.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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