+177.9%
MRVL vs URI
+138.8%
+39.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.1% | +4.6% | +5.0% |
| 7D | -28.1% | -9.8% | -18.3% | -23.1% |
| 30D | -50.4% | +1.7% | -52.1% | -50.6% |
| 3M | -32.9% | -9.1% | -23.9% | -28.8% |
| 6M | -17.9% | +9.9% | -27.8% | -21.4% |
| YTD | +66.4% | +31.2% | +35.2% | +38.5% |
| 1Y | +51.5% | +25.9% | +25.6% | +29.9% |
| 3Y | +177.9% | +147.4% | +30.5% | +67.0% |
| All | +177.9% | +138.8% | +39.1% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling