+134.0%
MRVL vs DOW
-27.6%
+161.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +3.4% | +6.0% | +8.0% |
| 7D | +5.6% | -0.5% | +6.1% | +6.0% |
| 30D | -36.5% | +15.7% | -52.2% | -40.1% |
| 3M | -20.5% | +5.3% | -25.8% | -22.5% |
| 6M | -1.1% | -14.2% | +13.1% | +4.6% |
| YTD | +99.0% | +43.9% | +55.1% | +51.8% |
| 1Y | +89.3% | +53.1% | +36.2% | +38.8% |
| 3Y | +211.6% | -21.8% | +233.5% | +233.5% |
| 5Y | +134.0% | -28.3% | +162.4% | +193.2% |
| All | +134.0% | -27.6% | +161.6% | +193.2% |
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