+290.9%
MRVL vs IGV
+21.2%
+269.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +5.2% |
| 7D | +13.8% | -1.5% | +15.4% | +15.3% |
| 30D | +12.7% | -3.0% | +15.7% | +14.6% |
| 3M | -11.9% | +9.6% | -21.5% | -23.3% |
| 6M | +153.8% | +16.1% | +137.7% | +96.5% |
| YTD | +177.0% | -3.6% | +180.6% | +170.7% |
| 1Y | +252.3% | -7.8% | +260.2% | +266.4% |
| 3Y | +325.5% | +40.0% | +285.6% | +165.0% |
| 5Y | +290.9% | +21.2% | +269.7% | +169.2% |
| All | +290.9% | +21.2% | +269.7% | +169.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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