+290.9%
MRVL vs EXEL
+194.6%
+96.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.1% | +3.9% |
| 7D | +13.8% | -0.3% | +14.2% | +13.9% |
| 30D | +12.7% | +10.1% | +2.5% | +9.6% |
| 3M | -11.9% | +10.1% | -22.0% | -14.5% |
| 6M | +153.8% | +37.7% | +116.2% | +130.1% |
| YTD | +177.0% | +33.1% | +143.9% | +152.6% |
| 1Y | +252.3% | +52.4% | +200.0% | +207.6% |
| 3Y | +325.5% | +163.8% | +161.7% | +197.0% |
| 5Y | +290.9% | +198.5% | +92.4% | +148.0% |
| All | +290.9% | +194.6% | +96.3% | +148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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