+195.7%
MRVL vs INDA
+16.8%
+178.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.4% |
| 7D | +11.0% | +1.1% | +9.9% | +9.6% |
| 30D | -36.1% | +9.4% | -45.5% | -43.5% |
| 3M | -29.4% | +2.9% | -32.4% | -32.2% |
| 6M | -11.9% | +7.2% | -19.1% | -19.2% |
| YTD | +84.8% | -4.8% | +89.6% | +96.5% |
| 1Y | +79.4% | -5.1% | +84.5% | +91.5% |
| 3Y | +195.7% | +16.7% | +179.1% | +148.2% |
| All | +195.7% | +16.8% | +178.9% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling