+177.9%
MRVL vs IBB
+78.6%
+99.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.0% | +4.1% |
| 7D | -28.1% | -1.8% | -26.3% | -26.3% |
| 30D | -50.4% | +5.1% | -55.5% | -52.2% |
| 3M | -32.9% | +10.7% | -43.6% | -38.9% |
| 6M | -17.9% | +22.9% | -40.8% | -32.9% |
| YTD | +66.4% | +26.7% | +39.7% | +31.3% |
| 1Y | +51.5% | +35.1% | +16.4% | +11.3% |
| 3Y | +177.9% | +80.2% | +97.7% | +58.8% |
| All | +177.9% | +78.6% | +99.3% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling