+280.4%
MRVL vs A
-14.2%
+294.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +2.7% |
| 7D | +7.1% | -2.1% | +9.2% | +8.6% |
| 30D | +3.1% | +0.6% | +2.5% | +2.8% |
| 3M | -21.9% | +10.9% | -32.8% | -27.7% |
| 6M | +151.8% | +28.2% | +123.7% | +106.2% |
| YTD | +165.6% | +8.6% | +157.1% | +144.9% |
| 1Y | +242.3% | +15.5% | +226.7% | +197.5% |
| 3Y | +308.2% | +31.8% | +276.4% | +202.1% |
| 5Y | +280.4% | -14.9% | +295.2% | +301.4% |
| All | +280.4% | -14.2% | +294.6% | +301.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 5y: compounded portfolio wealth divided by compounded A 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…
5y analysis · Full analysis span regression · 6 months rolling