+118.8%
MRVL vs DELL
+572.6%
-453.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -7.2% | +2.5% | -0.5% |
| 7D | +11.0% | +4.9% | +6.1% | +8.1% |
| 30D | -36.1% | -32.1% | -4.0% | -19.6% |
| 3M | -29.4% | -30.2% | +0.8% | -14.3% |
| 6M | -11.9% | +41.7% | -53.6% | -33.3% |
| YTD | +84.8% | +176.6% | -91.8% | -12.5% |
| 1Y | +79.4% | +159.9% | -80.5% | -12.1% |
| 3Y | +195.7% | +388.0% | -192.2% | -16.6% |
| All | +118.8% | +572.6% | -453.7% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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