+183.0%
MRVL vs FIG
-74.0%
+256.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.4% |
| 7D | +8.7% | -12.2% | +20.9% | +7.9% |
| 30D | +6.9% | -11.0% | +17.9% | +6.5% |
| 3M | -10.1% | +11.9% | -22.0% | -8.5% |
| 6M | +143.4% | -21.9% | +165.3% | +149.6% |
| YTD | +167.5% | -40.8% | +208.2% | +178.2% |
| 1Y | +239.0% | -56.6% | +295.6% | +264.1% |
| All | +183.0% | -74.0% | +256.9% | +186.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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