+1,758.4%
MRVL vs XLU
+670.4%
+1,088.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.3% |
| 7D | +7.1% | +2.1% | +5.0% | +5.8% |
| 30D | +3.1% | -0.4% | +3.4% | +3.5% |
| 3M | -21.9% | +0.5% | -22.4% | -22.5% |
| 6M | +151.8% | -5.8% | +157.6% | +159.8% |
| YTD | +165.6% | +3.1% | +162.5% | +158.4% |
| 1Y | +242.3% | +8.1% | +234.1% | +223.1% |
| 3Y | +308.2% | +50.5% | +257.6% | +210.3% |
| 5Y | +280.4% | +44.7% | +235.7% | +196.2% |
| 10Y | +1,832.5% | +136.8% | +1,695.7% | +948.2% |
| All | +1,758.4% | +670.4% | +1,088.0% | +298.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling