+271.9%
MRVL vs B
+153.8%
+118.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.2% | +9.3% | +7.8% |
| 7D | +3.2% | -1.6% | +4.8% | +3.6% |
| 30D | +5.9% | +9.4% | -3.5% | +2.8% |
| 3M | -29.3% | +5.0% | -34.3% | -30.5% |
| 6M | +186.5% | -3.5% | +190.0% | +187.2% |
| YTD | +163.4% | +4.5% | +159.0% | +157.3% |
| 1Y | +249.5% | +67.8% | +181.7% | +200.5% |
| 3Y | +289.4% | +196.7% | +92.7% | +181.3% |
| All | +271.9% | +153.8% | +118.1% | +158.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling