+1,173.1%
MRVL vs IBN
+385.6%
+787.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.4% | -5.1% | -4.8% |
| 7D | +11.0% | +1.9% | +9.2% | +10.3% |
| 30D | -36.1% | +22.1% | -58.2% | -41.0% |
| 3M | -29.4% | +17.1% | -46.5% | -33.9% |
| 6M | -11.9% | +35.5% | -47.4% | -22.3% |
| YTD | +84.8% | +16.8% | +68.0% | +72.0% |
| 1Y | +79.4% | +12.4% | +67.0% | +69.5% |
| 3Y | +195.7% | +58.0% | +137.7% | +142.5% |
| 5Y | +117.2% | +73.7% | +43.5% | +74.0% |
| All | +1,173.1% | +385.6% | +787.6% | +672.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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