+3,576.8%
MRVL vs IEF
+125.4%
+3,451.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.9% |
| 7D | +11.0% | -2.0% | +13.0% | +8.6% |
| 30D | -36.1% | +0.7% | -36.8% | -35.4% |
| 3M | -29.4% | -2.5% | -26.9% | -31.2% |
| 6M | -11.9% | -2.6% | -9.3% | -14.4% |
| YTD | +84.8% | -3.2% | +88.0% | +77.8% |
| 1Y | +79.4% | -3.0% | +82.5% | +72.9% |
| 3Y | +195.7% | +10.5% | +185.2% | +233.6% |
| 5Y | +117.2% | -8.2% | +125.3% | +84.7% |
| 10Y | +1,193.7% | +6.7% | +1,187.0% | +1,331.9% |
| All | +3,576.8% | +125.4% | +3,451.4% | +22,786.1% |
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