+308.2%
MRVL vs ZETA
+281.1%
+27.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.2% |
| 7D | +7.1% | -2.4% | +9.6% | +7.5% |
| 30D | +3.1% | +15.6% | -12.5% | -0.5% |
| 3M | -21.9% | +41.5% | -63.4% | -28.5% |
| 6M | +151.8% | +63.4% | +88.4% | +120.5% |
| YTD | +165.6% | +51.3% | +114.3% | +134.1% |
| 1Y | +242.3% | +65.8% | +176.5% | +190.8% |
| 3Y | +308.2% | +279.2% | +29.0% | +144.6% |
| All | +308.2% | +281.1% | +27.1% | +144.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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