+278.0%
MRVL vs BND
-2.6%
+280.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.7% |
| 7D | +8.7% | -0.9% | +9.6% | +9.8% |
| 30D | +6.9% | -1.0% | +7.9% | +8.1% |
| 3M | -10.1% | -1.2% | -8.9% | -8.7% |
| 6M | +143.4% | -2.0% | +145.4% | +149.5% |
| YTD | +167.5% | -1.2% | +168.6% | +172.1% |
| 1Y | +239.0% | -0.5% | +239.4% | +242.5% |
| 3Y | +311.0% | +12.4% | +298.6% | +263.3% |
| 5Y | +278.0% | -2.5% | +280.5% | +252.7% |
| All | +278.0% | -2.6% | +280.5% | +252.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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