+1,293.1%
MRVL vs BEN
+60.1%
+1,233.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | +5.6% | +7.2% | -1.5% | +2.1% |
| 30D | -36.5% | +14.1% | -50.6% | -41.0% |
| 3M | -20.5% | +9.9% | -30.4% | -24.5% |
| 6M | -1.1% | +17.4% | -18.5% | -9.5% |
| YTD | +99.0% | +57.3% | +41.7% | +52.8% |
| 1Y | +89.3% | +66.9% | +22.3% | +40.5% |
| 3Y | +211.6% | +85.7% | +126.0% | +110.7% |
| 5Y | +134.1% | +31.2% | +102.8% | +89.8% |
| 10Y | +1,293.1% | +61.0% | +1,232.1% | +906.8% |
| All | +1,293.1% | +60.1% | +1,233.0% | +906.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling