+1,925.8%
MRVL vs DUK
+129.4%
+1,796.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +5.6% | -0.7% | +6.3% | +5.7% |
| 30D | +8.8% | -2.4% | +11.2% | +9.1% |
| 3M | -15.9% | -3.0% | -12.9% | -15.8% |
| 6M | +161.3% | -6.6% | +167.8% | +162.8% |
| YTD | +178.2% | +4.6% | +173.7% | +173.7% |
| 1Y | +255.3% | +1.2% | +254.1% | +251.0% |
| 3Y | +323.1% | +45.7% | +277.5% | +267.0% |
| 5Y | +293.2% | +40.3% | +252.9% | +242.4% |
| All | +1,925.8% | +129.4% | +1,796.4% | +1,459.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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