+1,925.8%
MRVL vs GIS
-19.5%
+1,945.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.0% |
| 7D | +5.6% | -6.4% | +12.0% | +4.5% |
| 30D | +8.8% | -6.1% | +14.9% | +7.8% |
| 3M | -15.9% | +7.8% | -23.7% | -14.8% |
| 6M | +161.3% | -8.8% | +170.0% | +163.2% |
| YTD | +178.2% | -19.1% | +197.4% | +178.8% |
| 1Y | +255.3% | -24.8% | +280.1% | +255.5% |
| 3Y | +323.1% | -37.6% | +360.7% | +320.3% |
| 5Y | +293.2% | -25.4% | +318.6% | +271.6% |
| All | +1,925.8% | -19.5% | +1,945.3% | +1,899.8% |
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