+255.3%
MRVL vs IAG
+86.2%
+169.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.7% |
| 7D | +5.6% | -1.1% | +6.7% | +6.1% |
| 30D | +8.8% | +12.1% | -3.4% | +4.3% |
| 3M | -15.9% | +25.5% | -41.4% | -23.1% |
| 6M | +161.3% | -7.1% | +168.4% | +154.5% |
| YTD | +178.2% | +22.9% | +155.4% | +154.6% |
| 1Y | +255.3% | +83.3% | +172.0% | +196.1% |
| All | +255.3% | +86.2% | +169.1% | +196.1% |
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