+2,787.3%
MRVL vs IGV
+946.9%
+1,840.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.9% | +7.4% | +7.3% |
| 7D | +5.6% | -1.3% | +6.9% | +8.2% |
| 30D | -36.5% | -8.1% | -28.4% | -28.9% |
| 3M | -20.5% | -1.6% | -18.8% | -19.3% |
| 6M | -1.1% | +12.7% | -13.9% | -15.4% |
| YTD | +99.0% | -3.3% | +102.2% | +93.7% |
| 1Y | +89.3% | -7.9% | +97.2% | +95.2% |
| 3Y | +211.6% | +40.3% | +171.3% | +113.5% |
| 5Y | +134.0% | +17.3% | +116.7% | +104.8% |
| 10Y | +1,293.1% | +362.3% | +930.8% | +177.7% |
| All | +2,787.3% | +946.9% | +1,840.4% | +126.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling