+242.3%
MRVL vs URI
+5.1%
+237.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | +7.1% | +2.5% | +4.6% | +6.1% |
| 30D | +3.1% | -12.5% | +15.6% | +9.1% |
| 3M | -21.9% | -6.2% | -15.8% | -19.2% |
| 6M | +151.8% | +25.9% | +126.0% | +136.3% |
| YTD | +165.6% | +26.2% | +139.4% | +144.1% |
| 1Y | +242.3% | +5.5% | +236.8% | +219.9% |
| All | +242.3% | +5.1% | +237.1% | +219.9% |
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