+1,804.5%
MRVL vs DIS
+21.6%
+1,782.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.7% | +8.8% | +8.0% |
| 7D | +3.2% | -2.6% | +5.8% | +4.6% |
| 30D | +5.9% | +3.5% | +2.4% | +3.5% |
| 3M | -29.3% | +6.8% | -36.2% | -33.2% |
| 6M | +186.5% | +3.0% | +183.5% | +174.6% |
| YTD | +163.4% | -6.7% | +170.2% | +166.9% |
| 1Y | +249.5% | -10.1% | +259.6% | +259.9% |
| 3Y | +289.4% | +33.0% | +256.3% | +205.3% |
| 5Y | +270.2% | -40.0% | +310.2% | +354.8% |
| All | +1,804.5% | +21.6% | +1,782.8% | +1,399.0% |
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