+271.9%
MRVL vs IP
-17.2%
+289.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.2% | +4.9% | +6.1% |
| 7D | +3.2% | -5.3% | +8.5% | +5.5% |
| 30D | +5.9% | -10.9% | +16.8% | +11.0% |
| 3M | -29.3% | +11.2% | -40.5% | -33.5% |
| 6M | +186.5% | -10.2% | +196.7% | +193.1% |
| YTD | +163.4% | -2.0% | +165.4% | +155.6% |
| 1Y | +249.5% | -19.1% | +268.6% | +270.1% |
| 3Y | +289.4% | +20.9% | +268.5% | +205.8% |
| All | +271.9% | -17.2% | +289.1% | +245.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling