+1,925.8%
MRVL vs XLU
+140.5%
+1,785.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.2% |
| 7D | +5.6% | -1.6% | +7.2% | +6.5% |
| 30D | +8.8% | -3.3% | +12.1% | +10.9% |
| 3M | -15.9% | -3.2% | -12.7% | -14.7% |
| 6M | +161.3% | -7.0% | +168.2% | +170.1% |
| YTD | +178.2% | +0.6% | +177.6% | +175.0% |
| 1Y | +255.3% | +2.4% | +252.9% | +247.8% |
| 3Y | +323.1% | +46.3% | +276.9% | +239.7% |
| 5Y | +293.2% | +44.0% | +249.2% | +219.9% |
| All | +1,925.8% | +140.5% | +1,785.3% | +1,314.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling