+249.5%
MRVL vs BEN
+42.6%
+206.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.5% | +3.5% | +5.2% |
| 7D | +3.2% | +0.2% | +3.0% | +3.1% |
| 30D | +5.9% | -0.5% | +6.5% | +6.2% |
| 3M | -29.3% | +9.7% | -39.1% | -32.1% |
| 6M | +186.5% | +33.9% | +152.6% | +149.2% |
| YTD | +163.4% | +49.0% | +114.5% | +118.5% |
| 1Y | +249.5% | +42.1% | +207.4% | +185.0% |
| All | +249.5% | +42.6% | +206.9% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling