+1,743.1%
MRVL vs GIS
+357.4%
+1,385.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.5% | +9.5% | +7.2% |
| 7D | +3.2% | -7.8% | +11.0% | +3.6% |
| 30D | +5.9% | +6.6% | -0.6% | +5.5% |
| 3M | -29.3% | +21.0% | -50.3% | -30.7% |
| 6M | +186.5% | -9.1% | +195.6% | +189.3% |
| YTD | +163.4% | -13.6% | +177.1% | +167.1% |
| 1Y | +249.5% | -18.0% | +267.5% | +255.6% |
| 3Y | +289.4% | -33.7% | +323.0% | +300.7% |
| 5Y | +270.2% | -19.4% | +289.7% | +258.3% |
| 10Y | +1,748.8% | -21.3% | +1,770.1% | +1,665.1% |
| All | +1,743.1% | +357.4% | +1,385.6% | +1,559.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling