+1,173.1%
MRVL vs BN
+290.8%
+882.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.6% | -3.1% | -3.5% |
| 7D | +11.0% | -1.0% | +12.0% | +12.0% |
| 30D | -36.1% | +14.0% | -50.1% | -42.8% |
| 3M | -29.4% | -9.0% | -20.4% | -25.4% |
| 6M | -11.9% | -8.8% | -3.0% | -7.4% |
| YTD | +84.8% | -10.3% | +95.0% | +94.5% |
| 1Y | +79.4% | -5.8% | +85.2% | +82.2% |
| 3Y | +195.7% | +94.8% | +101.0% | +79.8% |
| 5Y | +117.2% | +31.5% | +85.7% | +71.8% |
| All | +1,173.1% | +290.8% | +882.3% | +416.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling