+195.7%
MRVL vs IBB
+86.1%
+109.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.2% | -4.3% |
| 7D | +11.0% | -0.5% | +11.5% | +11.8% |
| 30D | -36.1% | +4.6% | -40.6% | -37.9% |
| 3M | -29.4% | +6.8% | -36.3% | -33.4% |
| 6M | -11.9% | +23.1% | -35.0% | -28.2% |
| YTD | +84.8% | +26.0% | +58.8% | +46.3% |
| 1Y | +79.4% | +30.4% | +49.0% | +36.8% |
| 3Y | +195.7% | +85.4% | +110.3% | +45.4% |
| All | +195.7% | +86.1% | +109.7% | +45.4% |
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 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