+1,837.5%
MRVL vs DUK
+683.3%
+1,154.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +4.9% | +4.5% |
| 7D | +13.8% | -0.1% | +13.9% | +13.8% |
| 30D | +12.7% | +0.2% | +12.4% | +12.6% |
| 3M | -11.9% | -1.9% | -10.0% | -11.9% |
| 6M | +153.8% | -6.5% | +160.4% | +156.7% |
| YTD | +177.0% | +5.4% | +171.5% | +169.6% |
| 1Y | +252.3% | +3.6% | +248.8% | +243.9% |
| 3Y | +325.5% | +48.1% | +277.4% | +258.9% |
| 5Y | +290.9% | +39.6% | +251.3% | +233.4% |
| 10Y | +1,954.1% | +131.8% | +1,822.3% | +1,324.2% |
| All | +1,837.5% | +683.3% | +1,154.3% | +539.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling