+214.5%
MRVL vs IP
+17.6%
+196.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.5% | -8.6% | -7.4% |
| 7D | -36.5% | +3.4% | -39.9% | -37.2% |
| 30D | -41.1% | +11.2% | -52.3% | -42.9% |
| 3M | -26.9% | -14.8% | -12.1% | -24.0% |
| 6M | -2.3% | +17.3% | -19.6% | -8.1% |
| YTD | +88.4% | -6.2% | +94.5% | +86.3% |
| 1Y | +82.7% | +2.3% | +80.4% | +75.2% |
| All | +214.5% | +17.6% | +196.9% | +210.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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