+1,832.5%
MRVL vs URA
+371.9%
+1,460.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | -0.9% |
| 7D | +7.1% | +8.1% | -1.0% | +2.5% |
| 30D | +3.1% | +5.8% | -2.7% | -0.1% |
| 3M | -21.9% | +3.4% | -25.4% | -22.2% |
| 6M | +151.8% | -2.6% | +154.5% | +160.7% |
| YTD | +165.6% | +11.2% | +154.5% | +151.6% |
| 1Y | +242.3% | +19.8% | +222.4% | +204.3% |
| 3Y | +308.2% | +121.5% | +186.7% | +158.2% |
| 5Y | +280.4% | +134.5% | +145.9% | +124.6% |
| 10Y | +1,832.5% | +376.7% | +1,455.9% | +674.9% |
| All | +1,832.5% | +371.9% | +1,460.6% | +674.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling