+51.5%
MRVL vs USB
+31.9%
+19.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.2% | +5.7% |
| 7D | -28.1% | 0.0% | -28.1% | -28.0% |
| 30D | -50.4% | +5.8% | -56.2% | -50.5% |
| 3M | -32.9% | -6.0% | -27.0% | -32.3% |
| 6M | -17.9% | +7.8% | -25.7% | -22.0% |
| YTD | +66.4% | +14.6% | +51.8% | +45.7% |
| 1Y | +51.5% | +31.8% | +19.8% | +14.7% |
| All | +51.5% | +31.9% | +19.6% | +14.7% |
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