+278.0%
MRVL vs EWZ
+60.3%
+217.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -4.1% |
| 7D | +8.7% | +1.1% | +7.6% | +7.9% |
| 30D | +6.9% | +13.5% | -6.6% | -0.8% |
| 3M | -10.1% | +15.2% | -25.4% | -17.1% |
| 6M | +143.4% | +3.7% | +139.7% | +138.5% |
| YTD | +167.5% | +22.5% | +144.9% | +139.7% |
| 1Y | +239.0% | +35.3% | +203.7% | +187.3% |
| 3Y | +311.0% | +50.2% | +260.8% | +227.4% |
| 5Y | +278.0% | +64.6% | +213.4% | +196.7% |
| All | +278.0% | +60.3% | +217.6% | +196.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling