+249.5%
MRVL vs IJH
+18.2%
+231.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.1% | +6.9% | +6.8% |
| 7D | +3.2% | +0.1% | +3.1% | +2.9% |
| 30D | +5.9% | -1.5% | +7.4% | +9.8% |
| 3M | -29.3% | +0.8% | -30.1% | -28.5% |
| 6M | +186.5% | +7.6% | +178.9% | +162.6% |
| YTD | +163.4% | +15.5% | +148.0% | +119.6% |
| 1Y | +249.5% | +16.9% | +232.6% | +188.5% |
| All | +249.5% | +18.2% | +231.3% | +188.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 1y: compounded portfolio wealth divided by compounded IJH 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…
1y analysis · Full analysis span regression · 6 months rolling