+249.5%
MRVL vs IAG
+119.5%
+130.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.2% | +9.2% | +7.8% |
| 7D | +3.2% | -0.5% | +3.7% | +3.2% |
| 30D | +5.9% | +28.9% | -22.9% | -3.3% |
| 3M | -29.3% | +19.1% | -48.5% | -34.1% |
| 6M | +186.5% | -10.3% | +196.7% | +180.4% |
| YTD | +163.4% | +24.2% | +139.3% | +141.2% |
| 1Y | +249.5% | +116.5% | +133.0% | +247.0% |
| All | +249.5% | +119.5% | +130.0% | +247.0% |
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