+96.9%
MRVL vs IBB
+37.5%
+59.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.0% | +3.8% |
| 7D | -28.1% | -1.8% | -26.3% | -26.0% |
| 30D | -50.4% | +5.1% | -55.5% | -52.7% |
| 3M | -32.9% | +10.7% | -43.6% | -40.2% |
| 6M | -17.9% | +22.9% | -40.8% | -35.7% |
| YTD | +66.4% | +26.7% | +39.7% | +25.2% |
| 1Y | +51.5% | +35.1% | +16.4% | +5.1% |
| 3Y | +177.9% | +80.2% | +97.7% | +33.5% |
| All | +96.9% | +37.5% | +59.4% | +22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling