+89.2%
MRVL vs DOCS
-54.0%
+143.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -4.3% | -12.1% | -15.6% |
| 7D | -38.8% | -1.3% | -37.5% | -38.6% |
| 30D | -53.5% | +19.4% | -72.9% | -55.0% |
| 3M | -36.7% | +53.4% | -90.1% | -42.6% |
| 6M | -20.8% | +28.8% | -49.6% | -27.1% |
| YTD | +57.4% | -25.1% | +82.5% | +63.5% |
| 1Y | +44.0% | -48.1% | +92.1% | +64.1% |
| 3Y | +162.2% | +51.4% | +110.8% | +104.1% |
| 5Y | +89.2% | -51.1% | +140.3% | +72.0% |
| All | +89.2% | -54.0% | +143.2% | +72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling