+1,162.7%
MRVL vs URA
-31.1%
+1,193.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.8% | +6.3% | +6.7% |
| 7D | +3.2% | +1.1% | +2.1% | +2.6% |
| 30D | +5.9% | +7.4% | -1.5% | +2.3% |
| 3M | -29.3% | -8.4% | -20.9% | -24.7% |
| 6M | +186.5% | -12.7% | +199.2% | +211.4% |
| YTD | +163.4% | +7.8% | +155.7% | +155.9% |
| 1Y | +249.5% | +19.5% | +230.0% | +217.4% |
| 3Y | +289.4% | +116.4% | +172.9% | +166.0% |
| 5Y | +270.2% | +134.3% | +136.0% | +137.3% |
| 10Y | +1,748.8% | +359.3% | +1,389.6% | +734.9% |
| All | +1,162.7% | -31.1% | +1,193.8% | +890.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling