+306.7%
MRVL vs XLU
+47.5%
+259.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -2.9% |
| 7D | +8.7% | -1.2% | +9.9% | +9.3% |
| 30D | +6.9% | -2.5% | +9.4% | +8.3% |
| 3M | -10.1% | -2.7% | -7.4% | -9.4% |
| 6M | +143.4% | -7.5% | +150.9% | +151.2% |
| YTD | +167.5% | +0.9% | +166.5% | +162.4% |
| 1Y | +239.0% | +3.3% | +235.7% | +228.6% |
| All | +306.7% | +47.5% | +259.3% | +252.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling