+1,293.1%
MRVL vs DIA
+238.0%
+1,055.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.5% | +8.8% | +8.6% |
| 7D | +5.6% | -1.6% | +7.3% | +9.2% |
| 30D | -36.5% | +1.3% | -37.8% | -37.3% |
| 3M | -20.5% | -2.1% | -18.4% | -17.8% |
| 6M | -1.1% | +6.2% | -7.4% | -8.3% |
| YTD | +99.0% | +10.3% | +88.6% | +75.9% |
| 1Y | +89.3% | +11.0% | +78.3% | +66.4% |
| 3Y | +211.6% | +60.4% | +151.3% | +72.7% |
| 5Y | +134.1% | +59.1% | +75.0% | +38.6% |
| 10Y | +1,293.1% | +237.1% | +1,056.1% | +242.0% |
| All | +1,293.1% | +238.0% | +1,055.1% | +242.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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