+321.2%
MRVL vs UPS
-27.1%
+348.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.3% | +5.5% | +4.7% |
| 7D | +13.8% | -3.7% | +17.5% | +15.3% |
| 30D | +12.7% | -3.7% | +16.4% | +14.3% |
| 3M | -11.9% | -6.6% | -5.4% | -10.0% |
| 6M | +153.8% | +2.6% | +151.3% | +151.4% |
| YTD | +177.0% | +4.8% | +172.2% | +170.8% |
| 1Y | +252.3% | +25.3% | +227.1% | +224.4% |
| All | +321.2% | -27.1% | +348.3% | +339.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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