+290.9%
MRVL vs IAG
+804.8%
-514.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.1% | +2.1% | +3.8% |
| 7D | +13.8% | +1.7% | +12.1% | +13.4% |
| 30D | +12.7% | +11.4% | +1.2% | +10.3% |
| 3M | -11.9% | +33.0% | -45.0% | -16.7% |
| 6M | +153.8% | -6.0% | +159.8% | +153.6% |
| YTD | +177.0% | +24.6% | +152.4% | +163.1% |
| 1Y | +252.3% | +105.0% | +147.4% | +209.0% |
| 3Y | +325.5% | +837.9% | -512.4% | +186.7% |
| 5Y | +290.9% | +817.0% | -526.1% | +139.0% |
| All | +290.9% | +804.8% | -514.0% | +139.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling