+180.5%
MRVL vs DOCS
-21.3%
+201.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | +0.1% |
| 7D | -10.2% | -0.6% | -9.7% | -10.1% |
| 30D | -43.9% | +6.3% | -50.2% | -44.5% |
| 3M | -26.0% | +26.5% | -52.4% | -29.2% |
| 6M | -9.2% | +24.8% | -34.0% | -15.1% |
| YTD | +82.0% | -26.8% | +108.8% | +88.4% |
| 1Y | +65.9% | -38.3% | +104.2% | +78.1% |
| 3Y | +185.0% | +36.0% | +149.0% | +141.5% |
| 5Y | +121.5% | -55.0% | +176.4% | +111.2% |
| All | +180.5% | -21.3% | +201.8% | +166.7% |
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