+918.0%
MRVL vs XRT
+514.3%
+403.7%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.0% | +6.1% | +6.3% |
| 7D | +3.2% | +0.8% | +2.4% | +2.6% |
| 30D | +5.9% | -4.2% | +10.1% | +9.4% |
| 3M | -29.3% | +5.1% | -34.4% | -32.7% |
| 6M | +186.5% | +2.4% | +184.1% | +179.0% |
| YTD | +163.4% | +3.2% | +160.3% | +154.5% |
| 1Y | +249.5% | +1.5% | +248.0% | +240.6% |
| 3Y | +289.4% | +40.6% | +248.8% | +196.0% |
| 5Y | +270.2% | -1.0% | +271.2% | +275.5% |
| 10Y | +1,748.8% | +128.4% | +1,620.4% | +807.5% |
| All | +918.0% | +514.3% | +403.7% | +81.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling