+183.6%
MRBK price history and return analytics
+165.7%
+17.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +3.3% | +1.0% | +2.2% | +2.8% |
| 30D | +0.7% | -0.2% | +0.9% | +0.8% |
| 3M | +3.3% | +4.5% | -1.3% | +1.1% |
| 6M | +4.7% | +14.1% | -9.3% | -1.6% |
| YTD | +14.4% | +14.8% | -0.3% | +7.2% |
| 1Y | +29.8% | +21.2% | +8.6% | +18.6% |
| 3Y | +88.2% | +76.6% | +11.6% | +47.7% |
| 5Y | +72.5% | +66.6% | +5.9% | +37.3% |
| All | +183.6% | +165.7% | +17.9% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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