+1,293.1%
MRVL vs UAL
+97.8%
+1,195.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -1.8% | +11.2% | +9.9% |
| 7D | +5.6% | +2.3% | +3.4% | +5.2% |
| 30D | -36.5% | +13.3% | -49.8% | -39.3% |
| 3M | -20.5% | -6.3% | -14.2% | -19.1% |
| 6M | -1.1% | +22.5% | -23.7% | -8.3% |
| YTD | +99.0% | +5.9% | +93.1% | +91.2% |
| 1Y | +89.3% | +24.7% | +64.6% | +72.4% |
| 3Y | +211.6% | +211.6% | +0.1% | +109.5% |
| 5Y | +134.0% | +130.6% | +3.5% | +67.3% |
| 10Y | +1,293.1% | +96.5% | +1,196.6% | +918.8% |
| All | +1,293.1% | +97.8% | +1,195.3% | +918.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling