+1,832.5%
MRVL vs UAL
+103.3%
+1,729.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.7% | +1.8% |
| 7D | +7.1% | +3.5% | +3.7% | +5.9% |
| 30D | +3.1% | -16.5% | +19.5% | +9.1% |
| 3M | -21.9% | +2.8% | -24.7% | -22.6% |
| 6M | +151.8% | +17.6% | +134.3% | +136.8% |
| YTD | +165.6% | -3.2% | +168.8% | +163.6% |
| 1Y | +242.3% | +0.4% | +241.8% | +233.9% |
| 3Y | +308.2% | +128.2% | +180.0% | +201.3% |
| 5Y | +280.4% | +137.7% | +142.6% | +173.2% |
| 10Y | +1,832.5% | +99.1% | +1,733.4% | +1,338.5% |
| All | +1,832.5% | +103.3% | +1,729.2% | +1,338.5% |
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