+290.9%
MRVL vs INDA
+5.9%
+285.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.1% | +5.5% |
| 7D | +13.8% | -2.6% | +16.4% | +18.3% |
| 30D | +12.7% | -2.9% | +15.6% | +17.7% |
| 3M | -11.9% | +2.4% | -14.3% | -14.6% |
| 6M | +153.8% | -2.6% | +156.5% | +165.6% |
| YTD | +177.0% | -10.0% | +186.9% | +224.2% |
| 1Y | +252.3% | -7.7% | +260.0% | +293.9% |
| 3Y | +325.5% | +8.9% | +316.7% | +265.0% |
| 5Y | +290.9% | +6.0% | +284.9% | +243.5% |
| All | +290.9% | +5.9% | +285.0% | +243.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling