+1,077.1%
MRVL vs D
+42.6%
+1,034.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +5.9% |
| 7D | -28.1% | +3.0% | -31.1% | -28.4% |
| 30D | -50.4% | +11.5% | -61.9% | -51.3% |
| 3M | -32.9% | +3.7% | -36.7% | -33.4% |
| 6M | -17.9% | +13.5% | -31.5% | -20.0% |
| YTD | +66.4% | +20.7% | +45.7% | +60.4% |
| 1Y | +51.5% | +18.2% | +33.3% | +46.4% |
| 3Y | +177.9% | +73.3% | +104.6% | +141.2% |
| 5Y | +100.0% | +12.3% | +87.8% | +95.3% |
| All | +1,077.1% | +42.6% | +1,034.5% | +1,026.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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