+1,837.5%
MRVL vs IJR
+1,020.4%
+817.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.3% | +5.5% |
| 7D | +13.8% | -1.1% | +14.9% | +15.3% |
| 30D | +12.7% | -3.6% | +16.3% | +17.7% |
| 3M | -11.9% | +2.3% | -14.2% | -13.4% |
| 6M | +153.8% | +14.3% | +139.5% | +122.9% |
| YTD | +177.0% | +19.3% | +157.7% | +130.6% |
| 1Y | +252.3% | +22.6% | +229.7% | +184.3% |
| 3Y | +325.5% | +53.5% | +272.0% | +173.6% |
| 5Y | +290.9% | +39.9% | +251.0% | +198.4% |
| 10Y | +1,954.1% | +172.1% | +1,782.1% | +589.0% |
| All | +1,837.5% | +1,020.4% | +817.1% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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