+1,173.1%
MRVL vs XRT
+136.4%
+1,036.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.4% | -5.1% | -5.0% |
| 7D | +11.0% | +1.7% | +9.3% | +9.7% |
| 30D | -36.1% | +7.5% | -43.6% | -40.4% |
| 3M | -29.4% | +2.2% | -31.6% | -31.8% |
| 6M | -11.9% | +14.7% | -26.5% | -23.0% |
| YTD | +84.8% | +7.5% | +77.3% | +70.0% |
| 1Y | +79.4% | +14.1% | +65.3% | +57.0% |
| 3Y | +195.7% | +58.8% | +137.0% | +100.0% |
| 5Y | +117.2% | -3.9% | +121.1% | +111.1% |
| All | +1,173.1% | +136.4% | +1,036.8% | +511.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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