+714.0%
MRVL vs DOW
-5.5%
+719.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.3% | -4.5% |
| 7D | +11.0% | +5.2% | +5.8% | +8.9% |
| 30D | -36.1% | +13.2% | -49.3% | -39.1% |
| 3M | -29.4% | +10.1% | -39.5% | -32.4% |
| 6M | -11.9% | -13.1% | +1.2% | -8.0% |
| YTD | +84.8% | +46.1% | +38.7% | +46.7% |
| 1Y | +79.4% | +50.0% | +29.4% | +40.4% |
| 3Y | +195.7% | -20.2% | +216.0% | +200.2% |
| 5Y | +117.2% | -27.7% | +144.9% | +132.7% |
| All | +714.0% | -5.5% | +719.5% | +590.6% |
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