+1,954.1%
MRVL vs XRT
+120.9%
+1,833.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.6% | +5.9% | +5.6% |
| 7D | +13.8% | -2.4% | +16.2% | +16.0% |
| 30D | +12.7% | -6.9% | +19.6% | +19.0% |
| 3M | -11.9% | -0.4% | -11.5% | -12.7% |
| 6M | +153.8% | +2.2% | +151.6% | +147.5% |
| YTD | +177.0% | -0.7% | +177.6% | +175.2% |
| 1Y | +252.3% | -2.0% | +254.3% | +252.5% |
| 3Y | +325.5% | +41.0% | +284.5% | +220.8% |
| 5Y | +290.9% | -3.3% | +294.2% | +288.8% |
| 10Y | +1,954.1% | +124.8% | +1,829.3% | +941.0% |
| All | +1,954.1% | +120.9% | +1,833.2% | +941.0% |
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