+1,256.1%
MRVL vs BAX
+111.6%
+1,144.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.3% | -2.0% |
| 7D | +23.1% | +0.4% | +22.8% | +23.1% |
| 30D | -38.8% | +3.4% | -42.2% | -39.4% |
| 3M | -24.2% | -4.5% | -19.8% | -23.5% |
| 6M | 0.0% | +44.0% | -44.0% | -10.9% |
| YTD | +93.8% | +34.9% | +59.0% | +73.8% |
| 1Y | +84.4% | +37.9% | +46.5% | +64.0% |
| 3Y | +203.6% | -17.1% | +220.7% | +201.2% |
| 5Y | +127.8% | -64.3% | +192.1% | +188.0% |
| 10Y | +1,257.2% | -35.9% | +1,293.1% | +1,360.6% |
| All | +1,256.1% | +111.6% | +1,144.5% | +1,204.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling