+1,077.1%
MRVL vs DOC
+15.7%
+1,061.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.7% | +5.0% | +5.5% |
| 7D | -28.1% | +6.5% | -34.6% | -29.7% |
| 30D | -50.4% | +9.2% | -59.6% | -52.1% |
| 3M | -32.9% | -2.5% | -30.4% | -32.7% |
| 6M | -17.9% | +7.1% | -25.0% | -21.1% |
| YTD | +66.4% | +33.0% | +33.4% | +46.3% |
| 1Y | +51.5% | +23.3% | +28.3% | +36.7% |
| 3Y | +177.9% | +44.9% | +132.9% | +131.0% |
| 5Y | +100.0% | -21.6% | +121.6% | +107.5% |
| All | +1,077.1% | +15.7% | +1,061.4% | +989.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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