+100.7%
MRVL vs IRE
-97.5%
+198.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +12.1% | -2.8% | +7.2% |
| 7D | +5.6% | -15.1% | +20.8% | +7.0% |
| 30D | -36.5% | -71.4% | +34.9% | -24.5% |
| 3M | -20.5% | -81.2% | +60.7% | -1.0% |
| 6M | -1.1% | -93.7% | +92.6% | +33.3% |
| YTD | +99.0% | -92.2% | +191.2% | +145.9% |
| 1Y | +89.3% | -97.3% | +186.5% | +146.8% |
| All | +100.7% | -97.5% | +198.1% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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