+5,142.2%
MRVL vs IEF
+129.4%
+5,012.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +7.1% | +7.0% |
| 7D | +3.2% | -0.3% | +3.5% | +2.9% |
| 30D | +5.9% | -0.8% | +6.7% | +4.9% |
| 3M | -29.3% | -1.0% | -28.4% | -30.3% |
| 6M | +186.5% | -2.8% | +189.2% | +175.9% |
| YTD | +163.4% | -1.5% | +164.9% | +157.5% |
| 1Y | +249.5% | -0.4% | +249.9% | +246.4% |
| 3Y | +289.4% | +9.7% | +279.7% | +331.8% |
| 5Y | +270.2% | -8.3% | +278.6% | +210.3% |
| 10Y | +1,748.8% | +4.6% | +1,744.2% | +1,860.5% |
| All | +5,142.2% | +129.4% | +5,012.9% | +33,045.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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