+1,925.8%
MRVL vs FISV
+3.1%
+1,922.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.4% | -1.4% | +2.1% |
| 7D | +5.6% | -2.7% | +8.3% | +6.5% |
| 30D | +8.8% | 0.0% | +8.7% | +8.2% |
| 3M | -15.9% | -2.8% | -13.1% | -17.4% |
| 6M | +161.3% | -11.8% | +173.1% | +163.1% |
| YTD | +178.2% | -23.2% | +201.4% | +195.9% |
| 1Y | +255.3% | -62.0% | +317.3% | +381.6% |
| 3Y | +323.1% | -57.6% | +380.7% | +396.9% |
| 5Y | +293.2% | -53.4% | +346.6% | +330.7% |
| All | +1,925.8% | +3.1% | +1,922.7% | +1,268.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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