+285.6%
MRVL vs FISV
-53.5%
+339.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.4% | -1.4% | +2.8% |
| 7D | +5.6% | -2.7% | +8.3% | +6.2% |
| 30D | +8.8% | 0.0% | +8.7% | +8.4% |
| 3M | -15.9% | -2.8% | -13.1% | -16.8% |
| 6M | +161.3% | -11.8% | +173.1% | +163.4% |
| YTD | +178.2% | -23.2% | +201.4% | +193.2% |
| 1Y | +255.3% | -62.0% | +317.3% | +360.4% |
| 3Y | +323.1% | -57.6% | +380.7% | +335.7% |
| All | +285.6% | -53.5% | +339.0% | +242.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling