+82.7%
MRVL vs XLU
+0.7%
+82.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -7.1% |
| 7D | -36.5% | +2.6% | -39.1% | -36.8% |
| 30D | -41.1% | +9.1% | -50.2% | -42.9% |
| 3M | -26.9% | -0.4% | -26.5% | -27.1% |
| 6M | -2.3% | -4.7% | +2.3% | -2.0% |
| YTD | +88.4% | +4.3% | +84.1% | +76.3% |
| 1Y | +82.7% | +1.0% | +81.8% | +74.8% |
| All | +82.7% | +0.7% | +82.1% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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