+82.7%
MRVL vs UPST
-48.7%
+131.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +9.4% | -16.5% | -9.9% |
| 7D | -36.5% | -3.1% | -33.4% | -35.8% |
| 30D | -41.1% | -4.0% | -37.1% | -40.4% |
| 3M | -26.9% | -22.9% | -4.0% | -21.2% |
| 6M | -2.3% | -27.1% | +24.8% | +6.5% |
| YTD | +88.4% | -46.5% | +134.9% | +110.6% |
| 1Y | +82.7% | -49.4% | +132.2% | +105.3% |
| All | +82.7% | -48.7% | +131.4% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 1y: compounded portfolio wealth divided by compounded UPST 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…
1y analysis · Full analysis span regression · 6 months rolling