+1,292.0%
MRVL vs BAX
+116.5%
+1,175.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.3% | +9.6% | +9.4% |
| 7D | +5.6% | -0.6% | +6.2% | +6.0% |
| 30D | -36.5% | +6.3% | -42.8% | -37.6% |
| 3M | -20.5% | -4.6% | -15.9% | -19.7% |
| 6M | -1.1% | +50.4% | -51.5% | -13.0% |
| YTD | +99.0% | +38.0% | +60.9% | +77.3% |
| 1Y | +89.3% | +44.6% | +44.7% | +66.1% |
| 3Y | +211.6% | -15.1% | +226.8% | +207.2% |
| 5Y | +134.1% | -63.3% | +197.3% | +193.7% |
| 10Y | +1,293.1% | -34.4% | +1,327.5% | +1,389.9% |
| All | +1,292.0% | +116.5% | +1,175.5% | +1,230.3% |
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