+3,873.7%
MRVL vs IBB
+560.8%
+3,312.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.9% | +7.9% | +7.8% |
| 7D | +3.2% | +1.4% | +1.8% | +1.9% |
| 30D | +5.9% | +10.5% | -4.6% | -2.5% |
| 3M | -29.3% | +23.6% | -53.0% | -40.8% |
| 6M | +186.5% | +22.6% | +163.9% | +140.8% |
| YTD | +163.4% | +25.7% | +137.8% | +116.5% |
| 1Y | +249.5% | +51.4% | +198.1% | +145.2% |
| 3Y | +289.4% | +64.4% | +225.0% | +158.1% |
| 5Y | +270.2% | +22.1% | +248.1% | +220.2% |
| 10Y | +1,748.8% | +132.5% | +1,616.4% | +858.2% |
| All | +3,873.7% | +560.8% | +3,312.9% | +714.2% |
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