+84.4%
MRVL vs USB
+31.5%
+52.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.5% |
| 7D | +23.1% | +1.2% | +21.9% | +23.0% |
| 30D | -38.8% | +6.3% | -45.1% | -39.0% |
| 3M | -24.2% | -6.1% | -18.1% | -23.2% |
| 6M | 0.0% | +13.0% | -13.0% | -6.8% |
| YTD | +93.8% | +16.6% | +77.3% | +69.4% |
| 1Y | +84.4% | +31.1% | +53.3% | +41.1% |
| All | +84.4% | +31.5% | +52.9% | +41.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling