+1,925.8%
MRVL vs BNY
+416.3%
+1,509.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +5.6% | -1.3% | +6.9% | +6.5% |
| 30D | +8.8% | -0.2% | +8.9% | +8.5% |
| 3M | -15.9% | +14.9% | -30.8% | -23.6% |
| 6M | +161.3% | +40.0% | +121.3% | +110.6% |
| YTD | +178.2% | +42.0% | +136.3% | +121.6% |
| 1Y | +255.3% | +56.9% | +198.5% | +165.9% |
| 3Y | +323.1% | +289.9% | +33.3% | +87.6% |
| 5Y | +293.2% | +259.2% | +34.0% | +81.8% |
| All | +1,925.8% | +416.3% | +1,509.5% | +638.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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