+1,173.1%
MRVL vs EWZ
+68.6%
+1,104.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.4% | -6.1% | -5.3% |
| 7D | +11.0% | +0.8% | +10.3% | +10.7% |
| 30D | -36.1% | -24.4% | -11.7% | -28.5% |
| 3M | -29.4% | -4.6% | -24.8% | -29.6% |
| 6M | -11.9% | -11.6% | -0.3% | -8.8% |
| YTD | +84.8% | +2.4% | +82.4% | +79.2% |
| 1Y | +79.4% | +2.1% | +77.3% | +74.0% |
| 3Y | +195.7% | +18.7% | +177.0% | +166.3% |
| 5Y | +117.2% | +54.2% | +63.0% | +72.4% |
| All | +1,173.1% | +68.6% | +1,104.6% | +834.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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