+1,204.0%
MRVL vs IBB
+139.6%
+1,064.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.8% | +6.7% | +6.8% |
| 7D | -9.8% | +2.7% | -12.5% | -11.6% |
| 30D | -43.8% | +6.3% | -50.2% | -46.7% |
| 3M | -29.3% | +11.1% | -40.4% | -36.1% |
| 6M | -9.1% | +29.2% | -38.3% | -29.9% |
| YTD | +82.2% | +30.2% | +52.0% | +39.3% |
| 1Y | +70.3% | +39.5% | +30.8% | +21.2% |
| 3Y | +197.0% | +92.3% | +104.7% | +54.2% |
| 5Y | +115.8% | +43.0% | +72.8% | +51.2% |
| 10Y | +1,204.0% | +137.1% | +1,066.9% | +522.4% |
| All | +1,204.0% | +139.6% | +1,064.4% | +522.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling