+308.2%
MRVL vs UNP
+46.5%
+261.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +7.1% | -0.7% | +7.9% | +7.4% |
| 30D | +3.1% | -1.1% | +4.2% | +3.6% |
| 3M | -21.9% | +7.9% | -29.8% | -24.6% |
| 6M | +151.8% | +14.6% | +137.2% | +133.3% |
| YTD | +165.6% | +26.6% | +139.1% | +131.2% |
| 1Y | +242.3% | +35.6% | +206.7% | +185.4% |
| 3Y | +308.2% | +45.5% | +262.7% | +214.0% |
| All | +308.2% | +46.5% | +261.6% | +214.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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