+156.6%
MRVL vs DOCS
-21.0%
+177.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.0% | +7.7% | +6.1% |
| 7D | -28.1% | -0.8% | -27.3% | -28.0% |
| 30D | -50.4% | +17.4% | -67.8% | -51.8% |
| 3M | -32.9% | +57.4% | -90.3% | -38.8% |
| 6M | -17.9% | +26.5% | -44.5% | -23.5% |
| YTD | +66.4% | -26.6% | +93.0% | +72.2% |
| 1Y | +51.5% | -48.1% | +99.6% | +69.0% |
| 3Y | +177.9% | +52.6% | +125.3% | +128.2% |
| 5Y | +100.0% | -52.1% | +152.1% | +90.0% |
| All | +156.6% | -21.0% | +177.6% | +143.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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