+1,224.2%
MRVL vs URI
+1,189.1%
+35.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | +0.9% |
| 7D | -10.2% | -6.0% | -4.2% | -6.6% |
| 30D | -43.9% | +4.6% | -48.5% | -44.9% |
| 3M | -26.0% | -2.7% | -23.3% | -24.7% |
| 6M | -9.2% | +18.4% | -27.6% | -16.2% |
| YTD | +82.0% | +37.4% | +44.6% | +51.5% |
| 1Y | +65.9% | +30.4% | +35.5% | +42.1% |
| 3Y | +185.0% | +147.9% | +37.1% | +73.8% |
| 5Y | +121.5% | +202.1% | -80.6% | +21.3% |
| 10Y | +1,224.2% | +1,182.4% | +41.7% | +333.2% |
| All | +1,224.2% | +1,189.1% | +35.1% | +333.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling