+118.8%
MRVL vs URI
+203.0%
-84.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.3% | -3.4% | -3.8% |
| 7D | +11.0% | +6.7% | +4.3% | +6.5% |
| 30D | -36.1% | +8.9% | -45.0% | -39.3% |
| 3M | -29.4% | +0.5% | -30.0% | -29.4% |
| 6M | -11.9% | +20.7% | -32.5% | -21.6% |
| YTD | +84.8% | +40.0% | +44.7% | +41.7% |
| 1Y | +79.4% | +34.4% | +45.0% | +42.1% |
| 3Y | +195.7% | +149.5% | +46.3% | +37.7% |
| All | +118.8% | +203.0% | -84.2% | -22.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling