+82.7%
MRVL vs DGX
+45.0%
+37.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +3.5% | -10.6% | -4.8% |
| 7D | -36.5% | +4.1% | -40.6% | -34.5% |
| 30D | -41.1% | +10.5% | -51.6% | -36.8% |
| 3M | -26.9% | +9.8% | -36.7% | -21.7% |
| 6M | -2.3% | +34.6% | -36.9% | +20.2% |
| YTD | +88.4% | +49.8% | +38.5% | +143.5% |
| 1Y | +82.7% | +46.0% | +36.7% | +135.0% |
| All | +82.7% | +45.0% | +37.8% | +135.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 1y: compounded portfolio wealth divided by compounded DGX 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…
1y analysis · Full analysis span regression · 6 months rolling