+255.3%
MRVL vs UL
-9.2%
+264.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +4.5% |
| 7D | +5.6% | -3.4% | +9.0% | +2.7% |
| 30D | +8.8% | +0.5% | +8.3% | +9.3% |
| 3M | -15.9% | +7.2% | -23.1% | -10.1% |
| 6M | +161.3% | -3.1% | +164.3% | +179.1% |
| YTD | +178.2% | -2.7% | +181.0% | +202.0% |
| 1Y | +255.3% | -10.2% | +265.6% | +275.3% |
| All | +255.3% | -9.2% | +264.5% | +275.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling