+308.2%
MRVL vs XRT
+42.5%
+265.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +2.8% |
| 7D | +7.1% | -0.3% | +7.4% | +7.4% |
| 30D | +3.1% | -5.6% | +8.7% | +8.2% |
| 3M | -21.9% | +2.5% | -24.5% | -25.2% |
| 6M | +151.8% | +3.7% | +148.2% | +140.0% |
| YTD | +165.6% | +1.0% | +164.7% | +157.9% |
| 1Y | +242.3% | -1.2% | +243.5% | +238.0% |
| 3Y | +308.2% | +43.4% | +264.8% | +183.7% |
| All | +308.2% | +42.5% | +265.7% | +183.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling