+278.0%
MRVL vs DG
-39.4%
+317.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.3% | -2.2% | -3.4% |
| 7D | +8.7% | -6.3% | +15.0% | +8.6% |
| 30D | +6.9% | +2.4% | +4.5% | +6.9% |
| 3M | -10.1% | +12.4% | -22.5% | -10.4% |
| 6M | +143.4% | -14.9% | +158.4% | +145.3% |
| YTD | +167.5% | -6.1% | +173.5% | +168.5% |
| 1Y | +239.0% | +17.9% | +221.1% | +237.0% |
| 3Y | +311.0% | +3.1% | +307.8% | +318.5% |
| 5Y | +278.0% | -38.7% | +316.6% | +354.0% |
| All | +278.0% | -39.4% | +317.4% | +354.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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