+1,224.2%
MRVL vs DIS
+36.4%
+1,187.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | -10.2% | +4.4% | -14.6% | -12.4% |
| 30D | -43.9% | +10.3% | -54.2% | -47.2% |
| 3M | -26.0% | +15.5% | -41.5% | -32.7% |
| 6M | -9.2% | +11.2% | -20.4% | -17.0% |
| YTD | +82.0% | +5.6% | +76.4% | +70.3% |
| 1Y | +65.9% | +7.7% | +58.1% | +52.3% |
| 3Y | +185.0% | +39.3% | +145.7% | +117.6% |
| 5Y | +121.5% | -29.5% | +151.0% | +147.1% |
| 10Y | +1,224.2% | +36.3% | +1,187.9% | +946.6% |
| All | +1,224.2% | +36.4% | +1,187.8% | +946.6% |
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