+218.5%
MRVL vs BAX
-16.3%
+234.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.3% | +9.6% | +9.4% |
| 7D | +5.6% | -0.6% | +6.2% | +5.8% |
| 30D | -36.5% | +6.3% | -42.8% | -36.8% |
| 3M | -20.5% | -4.6% | -15.9% | -19.9% |
| 6M | -1.1% | +50.4% | -51.5% | -7.1% |
| YTD | +99.0% | +38.0% | +60.9% | +87.8% |
| 1Y | +89.3% | +44.6% | +44.7% | +77.1% |
| All | +218.5% | -16.3% | +234.7% | +193.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling