+271.9%
MRVL vs IBB
+22.5%
+249.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.9% | +7.9% | +8.0% |
| 7D | +3.2% | +1.4% | +1.8% | +1.5% |
| 30D | +5.9% | +10.5% | -4.6% | -5.2% |
| 3M | -29.3% | +23.6% | -53.0% | -44.4% |
| 6M | +186.5% | +22.6% | +163.9% | +125.9% |
| YTD | +163.4% | +25.7% | +137.8% | +101.0% |
| 1Y | +249.5% | +51.4% | +198.1% | +112.8% |
| 3Y | +289.4% | +64.4% | +225.0% | +114.0% |
| All | +271.9% | +22.5% | +249.4% | +151.1% |
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