+110.5%
MRVL vs FIG
-77.7%
+188.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.8% | +7.5% | +9.4% |
| 7D | +5.6% | -14.3% | +19.9% | +5.1% |
| 30D | -36.5% | -13.6% | -22.9% | -36.7% |
| 3M | -20.5% | -23.7% | +3.2% | -21.1% |
| 6M | -1.1% | -5.4% | +4.2% | -1.3% |
| YTD | +99.0% | -49.2% | +148.2% | +106.2% |
| 1Y | +89.3% | -57.4% | +146.6% | +97.3% |
| All | +110.5% | -77.7% | +188.2% | +112.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling