+218.5%
MRVL vs IVZ
+147.9%
+70.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.8% | +10.2% | +9.9% |
| 7D | +5.6% | -2.8% | +8.4% | +8.5% |
| 30D | -36.5% | -2.2% | -34.4% | -35.1% |
| 3M | -20.5% | -8.1% | -12.4% | -15.3% |
| 6M | -1.1% | +3.8% | -4.9% | -3.1% |
| YTD | +99.0% | +11.5% | +87.5% | +83.1% |
| 1Y | +89.3% | +23.7% | +65.6% | +61.0% |
| All | +218.5% | +147.9% | +70.6% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling