+1,077.1%
MRVL vs DIS
+35.1%
+1,042.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.1% | +6.0% |
| 7D | -28.1% | +5.2% | -33.3% | -30.3% |
| 30D | -50.4% | +11.5% | -61.8% | -53.7% |
| 3M | -32.9% | +11.5% | -44.5% | -37.8% |
| 6M | -17.9% | +8.9% | -26.8% | -24.2% |
| YTD | +66.4% | +3.4% | +63.0% | +57.4% |
| 1Y | +51.5% | +7.2% | +44.4% | +39.3% |
| 3Y | +177.9% | +43.3% | +134.6% | +107.3% |
| 5Y | +100.0% | -31.4% | +131.5% | +126.4% |
| All | +1,077.1% | +35.1% | +1,042.0% | +835.1% |
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