+1,007.0%
MRVL vs INDA
+121.8%
+885.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.6% |
| 7D | +11.0% | +1.1% | +9.9% | +10.3% |
| 30D | -36.1% | +9.4% | -45.5% | -40.0% |
| 3M | -29.4% | +2.9% | -32.4% | -31.0% |
| 6M | -11.9% | +7.2% | -19.1% | -15.7% |
| YTD | +84.8% | -4.8% | +89.6% | +90.8% |
| 1Y | +79.4% | -5.1% | +84.5% | +85.6% |
| 3Y | +195.7% | +16.7% | +179.1% | +174.4% |
| 5Y | +117.2% | +8.8% | +108.4% | +113.0% |
| 10Y | +1,193.7% | +116.2% | +1,077.5% | +834.1% |
| All | +1,007.0% | +121.8% | +885.2% | +692.4% |
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