+290.9%
MRVL vs BEN
+40.0%
+250.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.5% | +5.8% | +5.4% |
| 7D | +13.8% | +3.4% | +10.5% | +11.1% |
| 30D | +12.7% | +1.8% | +10.9% | +11.3% |
| 3M | -11.9% | +8.4% | -20.3% | -17.1% |
| 6M | +153.8% | +35.6% | +118.2% | +101.9% |
| YTD | +177.0% | +46.4% | +130.6% | +104.9% |
| 1Y | +252.3% | +46.3% | +206.0% | +159.3% |
| 3Y | +325.5% | +54.6% | +270.9% | +182.3% |
| 5Y | +290.9% | +39.4% | +251.5% | +177.8% |
| All | +290.9% | +40.0% | +250.9% | +177.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling