+82.7%
MRVL vs BEN
+56.2%
+26.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +4.7% | -11.7% | -9.5% |
| 7D | -36.5% | +6.7% | -43.2% | -38.9% |
| 30D | -41.1% | +3.0% | -44.1% | -42.1% |
| 3M | -26.9% | -4.3% | -22.5% | -25.1% |
| 6M | -2.3% | +16.4% | -18.7% | -8.4% |
| YTD | +88.4% | +46.8% | +41.6% | +48.4% |
| 1Y | +82.7% | +57.3% | +25.4% | +32.7% |
| All | +82.7% | +56.2% | +26.5% | +32.7% |
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