+290.9%
MRVL vs IT
-45.7%
+336.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.7% | +5.9% | +4.8% |
| 7D | +13.8% | -9.1% | +23.0% | +17.1% |
| 30D | +12.7% | -12.2% | +24.8% | +16.8% |
| 3M | -11.9% | +7.8% | -19.7% | -17.7% |
| 6M | +153.8% | +2.0% | +151.9% | +135.2% |
| YTD | +177.0% | -32.7% | +209.7% | +224.5% |
| 1Y | +252.3% | -31.1% | +283.4% | +299.1% |
| 3Y | +325.5% | -52.1% | +377.6% | +495.4% |
| 5Y | +290.9% | -46.3% | +337.2% | +372.2% |
| All | +290.9% | -45.7% | +336.6% | +372.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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