+306.1%
MRVL vs DOCS
-36.0%
+342.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.8% | +9.8% | +7.5% |
| 7D | +3.2% | -1.4% | +4.6% | +3.4% |
| 30D | +5.9% | +21.8% | -15.9% | +1.3% |
| 3M | -29.3% | +27.3% | -56.6% | -33.3% |
| 6M | +186.5% | -0.3% | +186.8% | +177.9% |
| YTD | +163.4% | -40.5% | +203.9% | +183.3% |
| 1Y | +249.5% | -61.5% | +311.0% | +313.4% |
| 3Y | +289.4% | +8.2% | +281.2% | +243.5% |
| 5Y | +270.2% | -73.4% | +343.7% | +270.1% |
| All | +306.1% | -36.0% | +342.1% | +301.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling