+1,449.5%
MRVL vs BND
+76.8%
+1,372.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +7.0% | +7.0% |
| 7D | +3.2% | -0.1% | +3.3% | +3.2% |
| 30D | +5.9% | -0.4% | +6.3% | +5.9% |
| 3M | -29.3% | -0.6% | -28.7% | -29.3% |
| 6M | +186.5% | -1.4% | +187.9% | +186.2% |
| YTD | +163.4% | -0.2% | +163.7% | +163.4% |
| 1Y | +249.5% | +1.3% | +248.2% | +249.9% |
| 3Y | +289.4% | +13.2% | +276.2% | +293.1% |
| 5Y | +270.2% | -1.6% | +271.8% | +245.5% |
| 10Y | +1,748.8% | +15.5% | +1,733.4% | +1,910.7% |
| All | +1,449.5% | +76.8% | +1,372.7% | +2,104.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling