+290.9%
MRVL vs DOW
-35.8%
+326.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.8% | +4.5% |
| 7D | +13.8% | -6.0% | +19.8% | +16.5% |
| 30D | +12.7% | -2.7% | +15.4% | +13.7% |
| 3M | -11.9% | -10.5% | -1.4% | -8.9% |
| 6M | +153.8% | -12.4% | +166.3% | +157.2% |
| YTD | +177.0% | +30.0% | +146.9% | +122.2% |
| 1Y | +252.3% | +27.8% | +224.5% | +181.8% |
| 3Y | +325.5% | -34.9% | +360.5% | +404.2% |
| 5Y | +290.9% | -35.9% | +326.8% | +375.6% |
| All | +290.9% | -35.8% | +326.7% | +375.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling