+306.7%
MRVL vs ULTA
+28.6%
+278.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.1% |
| 7D | +8.7% | -3.9% | +12.5% | +10.0% |
| 30D | +6.9% | -1.1% | +8.0% | +7.1% |
| 3M | -10.1% | +13.8% | -23.9% | -14.1% |
| 6M | +143.4% | -17.2% | +160.7% | +158.2% |
| YTD | +167.5% | -11.5% | +178.9% | +175.2% |
| 1Y | +239.0% | +3.9% | +235.1% | +226.1% |
| All | +306.7% | +28.6% | +278.2% | +237.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 3y: compounded portfolio wealth divided by compounded ULTA 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…
3y analysis · Full analysis span regression · 6 months rolling