+289.8%
MRVL vs BA
-4.9%
+294.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.8% | +6.2% | +6.6% |
| 7D | +3.2% | +1.2% | +2.0% | +2.5% |
| 30D | +5.9% | -11.6% | +17.6% | +13.7% |
| 3M | -29.3% | -2.4% | -27.0% | -28.5% |
| 6M | +186.5% | -6.6% | +193.1% | +194.6% |
| YTD | +163.4% | -2.2% | +165.7% | +163.2% |
| 1Y | +249.5% | -8.0% | +257.5% | +259.7% |
| All | +289.8% | -4.9% | +294.6% | +198.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 3y: compounded portfolio wealth divided by compounded BA 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…
3y analysis · Full analysis span regression · 6 months rolling