+290.9%
MRVL vs UNP
+48.4%
+242.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.3% | +5.5% | +5.0% |
| 7D | +13.8% | -1.7% | +15.5% | +14.9% |
| 30D | +12.7% | -2.1% | +14.8% | +14.1% |
| 3M | -11.9% | +5.4% | -17.4% | -15.4% |
| 6M | +153.8% | +13.4% | +140.5% | +130.2% |
| YTD | +177.0% | +25.0% | +152.0% | +133.2% |
| 1Y | +252.3% | +34.6% | +217.8% | +181.0% |
| 3Y | +325.5% | +43.6% | +281.9% | +212.7% |
| 5Y | +290.9% | +51.7% | +239.2% | +188.2% |
| All | +290.9% | +48.4% | +242.5% | +188.2% |
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