+239.0%
MRVL vs BEN
+43.6%
+195.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.1% | -2.7% |
| 7D | +8.7% | +0.3% | +8.4% | +8.5% |
| 30D | +6.9% | +0.9% | +6.0% | +6.6% |
| 3M | -10.1% | +9.2% | -19.3% | -13.4% |
| 6M | +143.4% | +36.8% | +106.7% | +114.2% |
| YTD | +167.5% | +44.4% | +123.1% | +124.7% |
| 1Y | +239.0% | +45.8% | +193.1% | +174.2% |
| All | +239.0% | +43.6% | +195.4% | +174.2% |
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