+126.4%
MRVL vs DOCS
-51.9%
+178.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +6.3% | -13.4% | -8.3% |
| 7D | -36.5% | +1.2% | -37.7% | -36.7% |
| 30D | -41.1% | +21.3% | -62.4% | -43.4% |
| 3M | -26.9% | +58.4% | -85.3% | -34.2% |
| 6M | -2.3% | +39.3% | -41.6% | -11.7% |
| YTD | +88.4% | -21.7% | +110.1% | +93.7% |
| 1Y | +82.7% | -47.3% | +130.1% | +107.7% |
| 3Y | +213.8% | +58.2% | +155.6% | +141.8% |
| All | +126.4% | -51.9% | +178.3% | +103.7% |
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 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