+1,125.7%
MRVL vs DOW
-17.0%
+1,142.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.1% | +6.1% | +4.8% |
| 7D | +5.6% | -1.4% | +7.0% | +6.1% |
| 30D | +8.8% | -3.9% | +12.7% | +10.2% |
| 3M | -15.9% | -12.7% | -3.2% | -12.2% |
| 6M | +161.3% | -13.7% | +174.9% | +167.1% |
| YTD | +178.2% | +28.4% | +149.9% | +133.1% |
| 1Y | +255.3% | +21.8% | +233.6% | +202.4% |
| 3Y | +323.1% | -35.7% | +358.8% | +373.0% |
| 5Y | +293.2% | -36.8% | +330.0% | +344.3% |
| All | +1,125.7% | -17.0% | +1,142.7% | +997.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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