+308.2%
MRVL vs BEN
+56.8%
+251.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +1.0% |
| 7D | +7.1% | +4.7% | +2.5% | +4.5% |
| 30D | +3.1% | +2.6% | +0.5% | +1.7% |
| 3M | -21.9% | +11.5% | -33.4% | -26.5% |
| 6M | +151.8% | +35.3% | +116.5% | +113.3% |
| YTD | +165.6% | +48.6% | +117.0% | +111.3% |
| 1Y | +242.3% | +46.7% | +195.6% | +173.2% |
| 3Y | +308.2% | +57.0% | +251.1% | +195.1% |
| All | +308.2% | +56.8% | +251.3% | +195.1% |
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