+494.6%
MRVL vs U
-44.5%
+539.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.0% | +8.0% | +7.3% |
| 7D | +3.2% | -3.8% | +7.0% | +4.4% |
| 30D | +5.9% | +17.5% | -11.5% | +0.3% |
| 3M | -29.3% | +38.7% | -68.1% | -36.5% |
| 6M | +186.5% | +104.4% | +82.1% | +124.4% |
| YTD | +163.4% | -5.7% | +169.1% | +153.0% |
| 1Y | +249.5% | +3.7% | +245.8% | +219.6% |
| 3Y | +289.4% | +12.3% | +277.0% | +216.8% |
| 5Y | +270.2% | -68.8% | +339.1% | +279.0% |
| All | +494.6% | -44.5% | +539.1% | +402.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling