+390.5%
MRVU vs SPY
+9.7%
+380.8%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -3.3% |
| 7D | +16.7% | -2.0% | +18.7% | +32.4% |
| 30D | +7.4% | -1.7% | +9.0% | +18.8% |
| 3M | -36.9% | +4.7% | -41.6% | -47.2% |
| 6M | +259.9% | +12.5% | +247.4% | +125.3% |
| All | +390.5% | +9.7% | +380.8% | +205.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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