+1,847.4%
MRVL vs IBN
+316.4%
+1,531.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.2% |
| 7D | +8.7% | -5.5% | +14.2% | +10.8% |
| 30D | +6.9% | -3.4% | +10.3% | +8.1% |
| 3M | -10.1% | +8.7% | -18.8% | -13.2% |
| 6M | +143.4% | +3.7% | +139.7% | +139.0% |
| YTD | +167.5% | -2.4% | +169.8% | +167.6% |
| 1Y | +239.0% | -8.1% | +247.0% | +245.6% |
| 3Y | +311.0% | +26.3% | +284.6% | +270.1% |
| 5Y | +278.0% | +54.9% | +223.0% | +221.6% |
| All | +1,847.4% | +316.4% | +1,531.0% | +1,215.7% |
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