+249.5%
MRVL vs BAX
+9.9%
+239.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.0% | +6.0% | +7.0% |
| 7D | +3.2% | -1.1% | +4.3% | +3.2% |
| 30D | +5.9% | -5.5% | +11.4% | +5.9% |
| 3M | -29.3% | +33.5% | -62.9% | -29.6% |
| 6M | +186.5% | +35.9% | +150.6% | +179.4% |
| YTD | +163.4% | +35.4% | +128.1% | +161.0% |
| 1Y | +249.5% | +9.8% | +239.7% | +241.0% |
| All | +249.5% | +9.9% | +239.6% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling