+278.0%
MRVL vs BR
+7.7%
+270.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.5% |
| 7D | +8.7% | -6.0% | +14.6% | +11.9% |
| 30D | +6.9% | -0.9% | +7.8% | +6.9% |
| 3M | -10.1% | +16.4% | -26.5% | -19.4% |
| 6M | +143.4% | -8.2% | +151.6% | +154.2% |
| YTD | +167.5% | -23.2% | +190.7% | +221.2% |
| 1Y | +239.0% | -30.9% | +269.9% | +343.8% |
| 3Y | +311.0% | -5.0% | +316.0% | +286.0% |
| 5Y | +278.0% | +8.8% | +269.2% | +168.2% |
| All | +278.0% | +7.7% | +270.3% | +168.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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