+1,173.1%
MRVL vs GEN
+152.9%
+1,020.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.4% | -7.1% | -5.4% |
| 7D | +11.0% | +2.0% | +9.0% | +10.4% |
| 30D | -36.1% | +27.7% | -63.8% | -41.8% |
| 3M | -29.4% | +3.3% | -32.7% | -31.9% |
| 6M | -11.9% | +31.8% | -43.7% | -23.5% |
| YTD | +84.8% | +13.5% | +71.3% | +68.5% |
| 1Y | +79.4% | +16.0% | +63.4% | +62.0% |
| 3Y | +195.7% | +70.6% | +125.2% | +130.1% |
| 5Y | +117.2% | +32.1% | +85.1% | +82.9% |
| All | +1,173.1% | +152.9% | +1,020.2% | +720.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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