+3,754.7%
MRVL vs IGV
+951.3%
+2,803.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.7% | +2.8% |
| 7D | +7.1% | -3.3% | +10.5% | +10.7% |
| 30D | +3.1% | 0.0% | +3.1% | +1.2% |
| 3M | -21.9% | +7.3% | -29.3% | -29.6% |
| 6M | +151.8% | +16.7% | +135.1% | +99.4% |
| YTD | +165.6% | -2.8% | +168.5% | +154.0% |
| 1Y | +242.3% | -6.7% | +248.9% | +243.1% |
| 3Y | +308.2% | +41.1% | +267.0% | +174.5% |
| 5Y | +280.4% | +22.0% | +258.4% | +215.0% |
| 10Y | +1,832.5% | +357.9% | +1,474.6% | +283.7% |
| All | +3,754.7% | +951.3% | +2,803.5% | +196.6% |
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