+177.9%
MRVL vs USB
+89.5%
+88.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -52.1% |
| 3M | -32.9% | -6.0% | -27.0% | -31.1% |
| 6M | -17.9% | +7.8% | -25.7% | -23.7% |
| YTD | +66.4% | +14.6% | +51.8% | +47.2% |
| 1Y | +51.5% | +31.8% | +19.8% | +21.4% |
| 3Y | +177.9% | +91.5% | +86.4% | +74.9% |
| All | +177.9% | +89.5% | +88.4% | +74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling