+1,743.1%
MRVL vs IP
+233.2%
+1,509.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.2% | +4.9% | +6.1% |
| 7D | +3.2% | -5.3% | +8.5% | +5.7% |
| 30D | +5.9% | -10.9% | +16.8% | +11.5% |
| 3M | -29.3% | +11.2% | -40.5% | -33.6% |
| 6M | +186.5% | -10.2% | +196.7% | +191.6% |
| YTD | +163.4% | -2.0% | +165.4% | +155.4% |
| 1Y | +249.5% | -19.1% | +268.6% | +266.2% |
| 3Y | +289.4% | +20.9% | +268.5% | +226.3% |
| 5Y | +270.2% | -17.8% | +288.1% | +271.3% |
| 10Y | +1,748.8% | +23.5% | +1,725.3% | +1,331.9% |
| All | +1,743.1% | +233.2% | +1,509.9% | +774.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling