+218.5%
MRVL vs BEN
+87.8%
+130.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | +5.6% | +7.2% | -1.5% | +2.0% |
| 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% | -9.4% |
| YTD | +99.0% | +57.3% | +41.7% | +53.6% |
| 1Y | +89.3% | +66.9% | +22.3% | +41.2% |
| All | +218.5% | +87.8% | +130.7% | +108.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling