+1,173.1%
MRVL vs GIS
-16.9%
+1,190.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.4% | -7.1% | -4.2% |
| 7D | +11.0% | -3.4% | +14.4% | +10.3% |
| 30D | -36.1% | +6.9% | -43.0% | -34.9% |
| 3M | -29.4% | -10.1% | -19.3% | -30.0% |
| 6M | -11.9% | +5.9% | -17.7% | -10.0% |
| YTD | +84.8% | -21.1% | +105.9% | +85.9% |
| 1Y | +79.4% | -22.5% | +101.9% | +80.4% |
| 3Y | +195.7% | -39.0% | +234.7% | +194.8% |
| 5Y | +117.2% | -33.3% | +150.5% | +109.6% |
| All | +1,173.1% | -16.9% | +1,190.0% | +1,077.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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