+1,954.1%
MRVL vs ESI
+308.3%
+1,645.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.4% | +5.0% |
| 7D | +13.8% | +3.9% | +9.9% | +11.1% |
| 30D | +12.7% | -3.8% | +16.5% | +15.6% |
| 3M | -11.9% | -13.1% | +1.2% | -1.8% |
| 6M | +153.8% | +11.3% | +142.5% | +144.7% |
| YTD | +177.0% | +44.1% | +132.9% | +123.4% |
| 1Y | +252.3% | +40.3% | +212.0% | +188.0% |
| 3Y | +325.5% | +84.1% | +241.5% | +198.4% |
| 5Y | +290.9% | +75.8% | +215.1% | +186.6% |
| 10Y | +1,954.1% | +320.7% | +1,633.4% | +943.9% |
| All | +1,954.1% | +308.3% | +1,645.8% | +943.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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