+1,954.1%
MRVL vs FDS
+72.8%
+1,881.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.4% | +7.7% | +5.5% |
| 7D | +13.8% | -8.8% | +22.6% | +17.4% |
| 30D | +12.7% | -1.4% | +14.1% | +12.5% |
| 3M | -11.9% | +13.9% | -25.8% | -20.0% |
| 6M | +153.8% | +27.4% | +126.5% | +109.5% |
| YTD | +177.0% | -2.5% | +179.4% | +162.5% |
| 1Y | +252.3% | -23.8% | +276.1% | +280.6% |
| 3Y | +325.5% | -32.5% | +358.0% | +389.4% |
| 5Y | +290.9% | -23.2% | +314.1% | +317.5% |
| 10Y | +1,954.1% | +76.4% | +1,877.7% | +1,260.1% |
| All | +1,954.1% | +72.8% | +1,881.3% | +1,260.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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