+298.8%
MRVL vs EXC
+21.5%
+277.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.1% | +8.1% | +6.5% |
| 7D | +3.2% | +0.3% | +2.9% | +3.4% |
| 30D | +5.9% | -3.7% | +9.7% | +3.7% |
| 3M | -29.3% | -1.3% | -28.0% | -29.3% |
| 6M | +186.5% | -9.7% | +196.2% | +176.7% |
| YTD | +163.4% | +2.9% | +160.6% | +169.6% |
| 1Y | +249.5% | +4.4% | +245.1% | +260.8% |
| All | +298.8% | +21.5% | +277.3% | +336.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 3y: compounded portfolio wealth divided by compounded EXC 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…
3y analysis · Full analysis span regression · 6 months rolling