+290.9%
MRVL vs UL
+19.6%
+271.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.7% | +5.9% | +4.3% |
| 7D | +13.8% | -3.2% | +17.0% | +13.9% |
| 30D | +12.7% | -0.6% | +13.3% | +12.7% |
| 3M | -11.9% | +9.4% | -21.4% | -13.0% |
| 6M | +153.8% | -4.1% | +158.0% | +158.0% |
| YTD | +177.0% | -2.0% | +178.9% | +179.4% |
| 1Y | +252.3% | -9.0% | +261.3% | +262.1% |
| 3Y | +325.5% | +21.8% | +303.7% | +274.6% |
| 5Y | +290.9% | +20.6% | +270.3% | +227.9% |
| All | +290.9% | +19.6% | +271.3% | +227.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling