+280.4%
MRVL vs DRI
+70.3%
+210.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.7% | +1.8% |
| 7D | +7.1% | -1.2% | +8.4% | +7.7% |
| 30D | +3.1% | -0.4% | +3.5% | +2.8% |
| 3M | -21.9% | +9.5% | -31.5% | -27.1% |
| 6M | +151.8% | +6.5% | +145.4% | +136.7% |
| YTD | +165.6% | +18.4% | +147.2% | +128.6% |
| 1Y | +242.3% | +4.2% | +238.0% | +218.7% |
| 3Y | +308.2% | +57.1% | +251.1% | +165.0% |
| 5Y | +280.4% | +70.4% | +210.0% | +123.0% |
| All | +280.4% | +70.3% | +210.0% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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