+1,256.1%
MRVL vs BEN
+637.8%
+618.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -1.8% |
| 7D | +23.1% | +11.3% | +11.8% | +15.5% |
| 30D | -38.8% | +15.0% | -53.8% | -43.7% |
| 3M | -24.2% | +7.8% | -32.1% | -27.5% |
| 6M | 0.0% | +15.5% | -15.5% | -8.1% |
| YTD | +93.8% | +55.4% | +38.4% | +46.7% |
| 1Y | +84.4% | +63.3% | +21.1% | +35.5% |
| 3Y | +203.6% | +83.4% | +120.2% | +100.9% |
| 5Y | +127.8% | +28.1% | +99.8% | +92.0% |
| 10Y | +1,257.2% | +59.1% | +1,198.1% | +782.1% |
| All | +1,256.1% | +637.8% | +618.3% | +108.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling