+1,954.1%
MRVL vs BAX
-37.8%
+1,991.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.9% | +6.1% | +4.8% |
| 7D | +13.8% | -5.1% | +18.9% | +15.5% |
| 30D | +12.7% | -12.2% | +24.9% | +16.9% |
| 3M | -11.9% | +21.8% | -33.7% | -18.1% |
| 6M | +153.8% | +36.3% | +117.5% | +126.3% |
| YTD | +177.0% | +27.8% | +149.1% | +148.8% |
| 1Y | +252.3% | -0.1% | +252.4% | +241.3% |
| 3Y | +325.5% | -33.3% | +358.9% | +358.5% |
| 5Y | +290.9% | -67.1% | +358.0% | +475.3% |
| 10Y | +1,954.1% | -36.9% | +1,991.0% | +2,339.2% |
| All | +1,954.1% | -37.8% | +1,991.9% | +2,339.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling