+1,235.6%
MRVL vs IBN
+383.7%
+851.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.2% |
| 7D | +23.1% | +5.7% | +17.4% | +20.9% |
| 30D | -38.8% | +20.5% | -59.3% | -43.2% |
| 3M | -24.2% | +15.2% | -39.5% | -28.7% |
| 6M | 0.0% | +34.5% | -34.5% | -11.6% |
| YTD | +93.8% | +16.4% | +77.5% | +80.7% |
| 1Y | +84.4% | +13.5% | +70.9% | +73.5% |
| 3Y | +203.6% | +55.4% | +148.2% | +150.5% |
| 5Y | +127.8% | +73.1% | +54.8% | +82.8% |
| All | +1,235.6% | +383.7% | +851.9% | +711.1% |
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