+118.8%
MRVL vs BAX
-64.2%
+183.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -4.9% | -4.7% |
| 7D | +11.0% | +0.1% | +10.9% | +11.0% |
| 30D | -36.1% | +4.1% | -40.2% | -36.5% |
| 3M | -29.4% | -4.5% | -24.9% | -28.8% |
| 6M | -11.9% | +49.2% | -61.1% | -20.1% |
| YTD | +84.8% | +35.2% | +49.5% | +69.1% |
| 1Y | +79.4% | +38.3% | +41.1% | +63.1% |
| 3Y | +195.7% | -19.0% | +214.8% | +198.3% |
| All | +118.8% | -64.2% | +183.1% | +213.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling