+115.8%
MRVL vs U
-69.7%
+185.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.1% | +9.6% | +9.5% |
| 7D | -9.8% | +32.3% | -42.1% | -18.2% |
| 30D | -43.8% | +9.7% | -53.5% | -46.1% |
| 3M | -29.3% | +19.6% | -48.9% | -34.2% |
| 6M | -9.1% | +82.6% | -91.7% | -26.4% |
| YTD | +82.2% | +16.4% | +65.8% | +61.9% |
| 1Y | +70.3% | +28.5% | +41.8% | +45.8% |
| 3Y | +197.0% | +103.8% | +93.2% | +96.5% |
| 5Y | +115.8% | -70.0% | +185.8% | +118.5% |
| All | +115.8% | -69.7% | +185.4% | +118.5% |
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