+1,224.2%
MRVL vs B
+184.6%
+1,039.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.1% | +6.0% | +1.5% |
| 7D | -10.2% | +7.1% | -17.3% | -12.1% |
| 30D | -43.9% | -3.3% | -40.6% | -43.5% |
| 3M | -26.0% | -2.5% | -23.4% | -25.4% |
| 6M | -9.2% | -7.2% | -2.0% | -7.4% |
| YTD | +82.0% | -7.4% | +89.3% | +84.9% |
| 1Y | +65.9% | +16.4% | +49.4% | +60.8% |
| 3Y | +185.0% | +178.7% | +6.3% | +128.6% |
| 5Y | +121.5% | +121.7% | -0.2% | +80.9% |
| 10Y | +1,224.2% | +208.6% | +1,015.6% | +952.0% |
| All | +1,224.2% | +184.6% | +1,039.6% | +952.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 10y: compounded portfolio wealth divided by compounded B 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…
10y analysis · Full analysis span regression · 6 months rolling