+1,173.1%
MRVL vs DIA
+235.1%
+938.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.9% |
| 7D | +11.0% | +2.1% | +8.9% | +7.9% |
| 30D | -36.1% | +1.5% | -37.6% | -37.1% |
| 3M | -29.4% | -2.4% | -27.0% | -26.7% |
| 6M | -11.9% | +6.0% | -17.8% | -17.9% |
| YTD | +84.8% | +10.1% | +74.7% | +63.9% |
| 1Y | +79.4% | +11.8% | +67.6% | +56.1% |
| 3Y | +195.7% | +59.7% | +136.0% | +64.9% |
| 5Y | +117.2% | +57.9% | +59.3% | +29.8% |
| All | +1,173.1% | +235.1% | +938.1% | +211.8% |
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