+1,224.2%
MRVL vs URA
+289.1%
+935.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.5% | +6.8% | +7.9% |
| 7D | -10.2% | +0.3% | -10.5% | -9.8% |
| 30D | -43.9% | -14.8% | -29.1% | -37.6% |
| 3M | -26.0% | -25.3% | -0.7% | -11.3% |
| 6M | -9.2% | -39.9% | +30.7% | +25.2% |
| YTD | +82.0% | -22.4% | +104.4% | +114.5% |
| 1Y | +65.9% | -29.0% | +94.9% | +104.3% |
| 3Y | +185.0% | +41.0% | +144.1% | +135.9% |
| 5Y | +121.5% | +38.3% | +83.1% | +77.8% |
| 10Y | +1,224.2% | +276.1% | +948.1% | +556.6% |
| All | +1,224.2% | +289.1% | +935.1% | +556.6% |
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