+672.3%
MRVL vs UAL
+242.1%
+430.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.5% | +4.5% | +6.5% |
| 7D | +3.2% | +0.7% | +2.5% | +3.0% |
| 30D | +5.9% | -16.1% | +22.0% | +9.9% |
| 3M | -29.3% | +6.1% | -35.5% | -30.2% |
| 6M | +186.5% | +10.8% | +175.6% | +178.7% |
| YTD | +163.4% | -0.4% | +163.8% | +161.1% |
| 1Y | +249.5% | +5.0% | +244.5% | +241.6% |
| 3Y | +289.4% | +124.0% | +165.3% | +221.7% |
| 5Y | +270.2% | +141.0% | +129.3% | +199.5% |
| 10Y | +1,748.8% | +118.0% | +1,630.8% | +1,287.9% |
| All | +672.3% | +242.1% | +430.3% | +299.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling