+271.9%
MRVL vs URA
+128.0%
+143.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.8% | +6.3% | +6.6% |
| 7D | +3.2% | +1.1% | +2.1% | +2.5% |
| 30D | +5.9% | +7.4% | -1.5% | +1.5% |
| 3M | -29.3% | -8.4% | -20.9% | -24.0% |
| 6M | +186.5% | -12.7% | +199.2% | +214.8% |
| YTD | +163.4% | +7.8% | +155.7% | +151.9% |
| 1Y | +249.5% | +19.5% | +230.0% | +205.6% |
| 3Y | +289.4% | +116.4% | +172.9% | +133.2% |
| All | +271.9% | +128.0% | +143.9% | +111.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling