+321.2%
MRVL vs GEN
+57.6%
+263.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.4% | +4.3% |
| 7D | +13.8% | -2.9% | +16.7% | +14.8% |
| 30D | +12.7% | +2.1% | +10.6% | +11.5% |
| 3M | -11.9% | +19.7% | -31.6% | -18.7% |
| 6M | +153.8% | +33.3% | +120.6% | +121.7% |
| YTD | +177.0% | +11.1% | +165.8% | +163.9% |
| 1Y | +252.3% | +3.0% | +249.4% | +248.7% |
| All | +321.2% | +57.6% | +263.5% | +237.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling