+197.0%
MRVL vs GEN
+63.2%
+133.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | 0.0% | +9.5% | +9.5% |
| 7D | -9.8% | -0.3% | -9.5% | -9.8% |
| 30D | -43.8% | +28.2% | -72.0% | -46.9% |
| 3M | -29.3% | +2.6% | -31.9% | -29.9% |
| 6M | -9.1% | +32.7% | -41.8% | -19.8% |
| YTD | +82.2% | +11.3% | +71.0% | +74.8% |
| 1Y | +70.3% | +17.9% | +52.4% | +57.7% |
| 3Y | +197.0% | +66.3% | +130.7% | +131.9% |
| All | +197.0% | +63.2% | +133.8% | +131.9% |
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 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