+278.0%
MRVL vs BDX
-3.5%
+281.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -3.2% |
| 7D | +8.7% | -5.4% | +14.1% | +9.4% |
| 30D | +6.9% | -2.2% | +9.1% | +7.1% |
| 3M | -10.1% | +20.1% | -30.2% | -13.0% |
| 6M | +143.4% | +9.1% | +134.4% | +140.9% |
| YTD | +167.5% | +17.9% | +149.6% | +158.3% |
| 1Y | +239.0% | +22.1% | +216.9% | +223.7% |
| 3Y | +311.0% | -10.5% | +321.5% | +327.4% |
| 5Y | +278.0% | -2.6% | +280.6% | +290.2% |
| All | +278.0% | -3.5% | +281.4% | +290.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling