+285.6%
MRVL vs UUUU
+79.1%
+206.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -5.0% | +9.0% | +5.5% |
| 7D | +5.6% | -10.5% | +16.1% | +9.0% |
| 30D | +8.8% | -10.5% | +19.3% | +12.0% |
| 3M | -15.9% | -14.1% | -1.7% | -11.8% |
| 6M | +161.3% | -35.5% | +196.7% | +193.6% |
| YTD | +178.2% | -10.9% | +189.2% | +175.2% |
| 1Y | +255.3% | +3.4% | +252.0% | +216.1% |
| 3Y | +323.1% | +73.1% | +250.0% | +185.0% |
| All | +285.6% | +79.1% | +206.5% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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