+1,743.1%
MRVL vs BAX
+112.3%
+1,630.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.0% | +6.0% | +6.8% |
| 7D | +3.2% | -1.1% | +4.3% | +3.5% |
| 30D | +5.9% | -5.5% | +11.4% | +7.5% |
| 3M | -29.3% | +33.5% | -62.9% | -35.5% |
| 6M | +186.5% | +35.9% | +150.6% | +159.0% |
| YTD | +163.4% | +35.4% | +128.1% | +136.5% |
| 1Y | +249.5% | +9.8% | +239.7% | +230.0% |
| 3Y | +289.4% | -32.7% | +322.1% | +311.0% |
| 5Y | +270.2% | -65.6% | +335.8% | +373.5% |
| 10Y | +1,748.8% | -34.9% | +1,783.7% | +1,884.5% |
| All | +1,743.1% | +112.3% | +1,630.8% | +1,675.0% |
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 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