+239.0%
MRVL vs IVZ
+48.1%
+190.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.1% |
| 7D | +8.7% | -2.4% | +11.1% | +10.2% |
| 30D | +6.9% | +2.5% | +4.4% | +5.2% |
| 3M | -10.1% | +17.1% | -27.2% | -17.5% |
| 6M | +143.4% | +35.1% | +108.3% | +108.2% |
| YTD | +167.5% | +24.3% | +143.2% | +132.9% |
| 1Y | +239.0% | +48.7% | +190.3% | +179.6% |
| All | +239.0% | +48.1% | +190.8% | +179.6% |
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