+115.8%
MRVL vs GEN
+27.3%
+88.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -49.6% |
| 3M | -29.3% | +2.6% | -31.9% | -31.7% |
| 6M | -9.1% | +32.7% | -41.8% | -24.1% |
| YTD | +82.2% | +11.3% | +71.0% | +65.6% |
| 1Y | +70.3% | +17.9% | +52.4% | +49.2% |
| 3Y | +197.0% | +66.3% | +130.7% | +109.7% |
| 5Y | +115.8% | +31.7% | +84.1% | +65.9% |
| All | +115.8% | +27.3% | +88.5% | +65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling