+1,235.6%
MRVL vs DIS
+31.5%
+1,204.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -1.9% |
| 7D | +23.1% | +0.9% | +22.3% | +22.7% |
| 30D | -38.8% | +8.9% | -47.7% | -42.0% |
| 3M | -24.2% | +14.5% | -38.8% | -30.8% |
| 6M | 0.0% | +12.2% | -12.2% | -9.0% |
| YTD | +93.8% | +4.7% | +89.1% | +82.3% |
| 1Y | +84.4% | +2.8% | +81.6% | +74.6% |
| 3Y | +203.6% | +38.1% | +165.5% | +133.0% |
| 5Y | +127.8% | -23.6% | +151.4% | +145.2% |
| All | +1,235.6% | +31.5% | +1,204.1% | +1,005.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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