+1,743.1%
MRVL vs IBN
+1,463.1%
+279.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.7% | +7.8% | +7.3% |
| 7D | +3.2% | +1.4% | +1.8% | +2.7% |
| 30D | +5.9% | -0.3% | +6.3% | +5.9% |
| 3M | -29.3% | +17.1% | -46.4% | -32.7% |
| 6M | +186.5% | +3.4% | +183.1% | +182.6% |
| YTD | +163.4% | +2.5% | +160.9% | +160.1% |
| 1Y | +249.5% | -4.2% | +253.7% | +250.9% |
| 3Y | +289.4% | +32.4% | +257.0% | +254.5% |
| 5Y | +270.2% | +59.2% | +211.1% | +223.8% |
| 10Y | +1,748.8% | +345.7% | +1,403.2% | +1,038.7% |
| All | +1,743.1% | +1,463.1% | +279.9% | +421.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling