+1,235.6%
MRVL vs URI
+1,189.9%
+45.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.0% |
| 7D | +23.1% | +9.3% | +13.8% | +17.8% |
| 30D | -38.8% | +7.6% | -46.4% | -40.7% |
| 3M | -24.2% | +1.0% | -25.3% | -24.3% |
| 6M | 0.0% | +19.8% | -19.8% | -8.1% |
| YTD | +93.8% | +41.9% | +52.0% | +58.9% |
| 1Y | +84.4% | +33.4% | +51.0% | +56.3% |
| 3Y | +203.6% | +156.0% | +47.6% | +82.3% |
| 5Y | +127.8% | +209.5% | -81.7% | +23.2% |
| All | +1,235.6% | +1,189.9% | +45.7% | +331.2% |
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