+278.0%
MRVL vs BX
+14.6%
+263.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.6% | -1.5% |
| 7D | +8.7% | -8.9% | +17.6% | +15.6% |
| 30D | +6.9% | -14.8% | +21.7% | +18.6% |
| 3M | -10.1% | +6.9% | -17.1% | -16.1% |
| 6M | +143.4% | +16.3% | +127.2% | +108.9% |
| YTD | +167.5% | -16.1% | +183.5% | +189.2% |
| 1Y | +239.0% | -26.8% | +265.7% | +302.6% |
| 3Y | +311.0% | +22.4% | +288.5% | +225.3% |
| 5Y | +278.0% | +16.0% | +262.0% | +197.0% |
| All | +278.0% | +14.6% | +263.4% | +197.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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