+134.1%
MRVL vs UNP
+40.3%
+93.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.5% | +8.8% | +9.1% |
| 7D | +5.6% | -2.1% | +7.7% | +7.1% |
| 30D | -36.5% | +7.3% | -43.8% | -39.1% |
| 3M | -20.5% | +3.6% | -24.1% | -22.4% |
| 6M | -1.1% | +15.8% | -17.0% | -11.7% |
| YTD | +99.0% | +32.6% | +66.4% | +60.7% |
| 1Y | +89.3% | +37.2% | +52.1% | +49.0% |
| 3Y | +211.6% | +52.6% | +159.0% | +118.6% |
| 5Y | +134.1% | +40.6% | +93.5% | +70.7% |
| All | +134.1% | +40.3% | +93.7% | +70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling