+134.1%
MRVL vs IBN
+74.4%
+59.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.4% | +9.7% | +9.6% |
| 7D | +5.6% | +11.1% | -5.5% | -1.1% |
| 30D | -36.5% | +23.9% | -60.4% | -45.1% |
| 3M | -20.5% | +16.3% | -36.8% | -28.5% |
| 6M | -1.1% | +34.2% | -35.4% | -20.4% |
| YTD | +99.0% | +17.6% | +81.4% | +75.1% |
| 1Y | +89.3% | +13.8% | +75.4% | +70.6% |
| 3Y | +211.6% | +57.0% | +154.6% | +98.6% |
| 5Y | +134.1% | +75.3% | +58.7% | +34.1% |
| All | +134.1% | +74.4% | +59.6% | +34.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling