+1,173.1%
MRVL vs D
+48.0%
+1,125.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.7% |
| 7D | +11.0% | -1.4% | +12.4% | +11.2% |
| 30D | -36.1% | +7.7% | -43.8% | -36.9% |
| 3M | -29.4% | -0.3% | -29.1% | -29.5% |
| 6M | -11.9% | +10.1% | -21.9% | -13.7% |
| YTD | +84.8% | +19.1% | +65.7% | +78.4% |
| 1Y | +79.4% | +15.9% | +63.5% | +73.8% |
| 3Y | +195.7% | +75.0% | +120.7% | +155.4% |
| 5Y | +117.2% | +13.4% | +103.8% | +111.1% |
| All | +1,173.1% | +48.0% | +1,125.1% | +1,112.0% |
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