+1,925.8%
MRVL vs BDX
+59.3%
+1,866.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.8% |
| 7D | +5.6% | -3.2% | +8.8% | +6.6% |
| 30D | +8.8% | -2.5% | +11.3% | +9.5% |
| 3M | -15.9% | +21.4% | -37.3% | -21.7% |
| 6M | +161.3% | +10.4% | +150.8% | +150.4% |
| YTD | +178.2% | +18.8% | +159.4% | +158.2% |
| 1Y | +255.3% | +21.7% | +233.6% | +225.8% |
| 3Y | +323.1% | -10.0% | +333.1% | +327.5% |
| 5Y | +293.2% | -1.8% | +295.0% | +276.0% |
| All | +1,925.8% | +59.3% | +1,866.5% | +1,595.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 10y: compounded portfolio wealth divided by compounded BDX 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…
10y analysis · Full analysis span regression · 6 months rolling