+249.5%
MRVL vs IVZ
+56.4%
+193.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.1% | +5.9% | +6.4% |
| 7D | +3.2% | +0.6% | +2.6% | +2.8% |
| 30D | +5.9% | +4.0% | +1.9% | +3.4% |
| 3M | -29.3% | +18.2% | -47.5% | -35.4% |
| 6M | +186.5% | +32.8% | +153.7% | +145.2% |
| YTD | +163.4% | +28.7% | +134.7% | +125.0% |
| 1Y | +249.5% | +55.4% | +194.1% | +179.4% |
| All | +249.5% | +56.4% | +193.0% | +179.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling