+127.8%
MRVL vs GD
+102.3%
+25.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.4% | -2.1% |
| 7D | +23.1% | +1.9% | +21.3% | +22.1% |
| 30D | -38.8% | +9.2% | -48.0% | -41.4% |
| 3M | -24.2% | -7.5% | -16.8% | -21.6% |
| 6M | 0.0% | +5.8% | -5.7% | -4.7% |
| YTD | +93.8% | +9.8% | +84.0% | +79.7% |
| 1Y | +84.4% | +5.8% | +78.6% | +75.0% |
| 3Y | +203.6% | +58.0% | +145.6% | +115.3% |
| 5Y | +127.8% | +100.4% | +27.4% | +24.0% |
| All | +127.8% | +102.3% | +25.5% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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