+1,478.3%
MRVL vs INDA
+115.1%
+1,363.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +7.1% | +7.1% |
| 7D | +3.2% | +0.7% | +2.5% | +2.7% |
| 30D | +5.9% | -0.8% | +6.7% | +6.5% |
| 3M | -29.3% | +3.9% | -33.3% | -30.8% |
| 6M | +186.5% | -0.7% | +187.2% | +189.6% |
| YTD | +163.4% | -7.7% | +171.1% | +178.6% |
| 1Y | +249.5% | -5.1% | +254.6% | +262.7% |
| 3Y | +289.4% | +13.6% | +275.7% | +269.6% |
| 5Y | +270.2% | +7.8% | +262.4% | +268.2% |
| 10Y | +1,748.8% | +84.6% | +1,664.2% | +1,320.0% |
| All | +1,478.3% | +115.1% | +1,363.2% | +1,057.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling