+1,954.1%
MRVL vs IBM
+140.9%
+1,813.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.4% | +0.9% | +2.7% |
| 7D | +13.8% | +3.6% | +10.3% | +12.0% |
| 30D | +12.7% | +1.5% | +11.1% | +11.8% |
| 3M | -11.9% | -12.9% | +1.0% | -10.4% |
| 6M | +153.8% | -3.9% | +157.7% | +140.6% |
| YTD | +177.0% | -17.3% | +194.3% | +182.6% |
| 1Y | +252.3% | -5.0% | +257.3% | +228.1% |
| 3Y | +325.5% | +78.2% | +247.3% | +163.0% |
| 5Y | +290.9% | +120.6% | +170.3% | +111.3% |
| 10Y | +1,954.1% | +144.5% | +1,809.7% | +893.0% |
| All | +1,954.1% | +140.9% | +1,813.3% | +893.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 10y: compounded portfolio wealth divided by compounded IBM 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…
10y analysis · Full analysis span regression · 6 months rolling