+1,077.1%
MRVL vs USB
+92.8%
+984.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.2% | +6.0% |
| 7D | -28.1% | 0.0% | -28.1% | -28.1% |
| 30D | -50.4% | +5.8% | -56.2% | -51.9% |
| 3M | -32.9% | -6.0% | -27.0% | -31.5% |
| 6M | -17.9% | +7.8% | -25.7% | -22.2% |
| YTD | +66.4% | +14.6% | +51.8% | +52.8% |
| 1Y | +51.5% | +31.8% | +19.8% | +29.9% |
| 3Y | +177.9% | +91.5% | +86.4% | +99.4% |
| 5Y | +100.0% | +22.0% | +78.0% | +71.2% |
| All | +1,077.1% | +92.8% | +984.3% | +761.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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