+271.9%
MRVL vs URI
+200.7%
+71.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.6% | +5.4% | +6.0% |
| 7D | +3.2% | -2.0% | +5.2% | +4.5% |
| 30D | +5.9% | -12.9% | +18.9% | +16.2% |
| 3M | -29.3% | -6.7% | -22.6% | -25.6% |
| 6M | +186.5% | +19.0% | +167.5% | +151.1% |
| YTD | +163.4% | +25.5% | +137.9% | +117.4% |
| 1Y | +249.5% | +5.5% | +244.0% | +224.2% |
| 3Y | +289.4% | +111.3% | +178.0% | +106.5% |
| All | +271.9% | +200.7% | +71.2% | +37.0% |
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 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