+82.7%
MRVL vs URI
+33.3%
+49.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.4% | -2.7% | -5.1% |
| 7D | -36.5% | -4.3% | -32.2% | -35.2% |
| 30D | -41.1% | +4.6% | -45.7% | -42.3% |
| 3M | -26.9% | -2.1% | -24.8% | -26.3% |
| 6M | -2.3% | +21.9% | -24.2% | -7.9% |
| YTD | +88.4% | +39.7% | +48.7% | +55.9% |
| 1Y | +82.7% | +32.9% | +49.9% | +60.9% |
| All | +82.7% | +33.3% | +49.5% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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