+290.9%
MRVL vs IVZ
+61.5%
+229.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.0% | +4.8% |
| 7D | +13.8% | +1.2% | +12.7% | +12.8% |
| 30D | +12.7% | +1.8% | +10.9% | +10.9% |
| 3M | -11.9% | +15.7% | -27.7% | -21.2% |
| 6M | +153.8% | +36.3% | +117.5% | +100.4% |
| YTD | +177.0% | +24.9% | +152.0% | +129.7% |
| 1Y | +252.3% | +48.9% | +203.4% | +153.8% |
| 3Y | +325.5% | +136.8% | +188.7% | +103.8% |
| 5Y | +290.9% | +60.0% | +230.9% | +137.0% |
| All | +290.9% | +61.5% | +229.4% | +137.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling