+82.7%
MRVL vs IAG
+56.5%
+26.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +10.2% | -17.3% | -11.2% |
| 7D | -36.5% | +1.1% | -37.6% | -36.9% |
| 30D | -41.1% | -5.3% | -35.8% | -39.8% |
| 3M | -26.9% | +18.0% | -44.9% | -31.8% |
| 6M | -2.3% | +7.1% | -9.4% | -5.4% |
| YTD | +88.4% | +5.9% | +82.4% | +78.2% |
| 1Y | +82.7% | +59.4% | +23.4% | +38.6% |
| All | +82.7% | +56.5% | +26.2% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling