+89.2%
MRVL vs GD
+97.4%
-8.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -2.3% | -14.1% | -15.4% |
| 7D | -38.8% | -3.9% | -34.9% | -37.6% |
| 30D | -53.5% | +8.1% | -61.5% | -55.3% |
| 3M | -36.7% | -6.8% | -29.9% | -34.8% |
| 6M | -20.8% | +3.0% | -23.8% | -23.6% |
| YTD | +57.4% | +7.8% | +49.7% | +47.1% |
| 1Y | +44.0% | +5.8% | +38.2% | +36.1% |
| 3Y | +162.2% | +55.3% | +106.9% | +87.5% |
| 5Y | +89.2% | +96.7% | -7.5% | +5.1% |
| All | +89.2% | +97.4% | -8.2% | +5.1% |
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