+2,410.4%
MRVL vs IBB
+566.2%
+1,844.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.0% | +4.3% |
| 7D | -28.1% | -1.8% | -26.3% | -26.5% |
| 30D | -50.4% | +5.1% | -55.5% | -52.2% |
| 3M | -32.9% | +10.7% | -43.6% | -38.3% |
| 6M | -17.9% | +22.9% | -40.8% | -31.2% |
| YTD | +66.4% | +26.7% | +39.7% | +36.0% |
| 1Y | +51.5% | +35.1% | +16.4% | +17.1% |
| 3Y | +177.9% | +80.2% | +97.7% | +70.9% |
| 5Y | +100.0% | +37.8% | +62.2% | +57.9% |
| 10Y | +1,108.1% | +161.2% | +946.9% | +475.5% |
| All | +2,410.4% | +566.2% | +1,844.3% | +411.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling