+1,292.0%
MRVL vs IVZ
+108.7%
+1,183.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.8% | +10.2% | +9.7% |
| 7D | +5.6% | -2.8% | +8.4% | +7.7% |
| 30D | -36.5% | -2.2% | -34.4% | -35.5% |
| 3M | -20.5% | -8.1% | -12.4% | -16.8% |
| 6M | -1.1% | +3.8% | -4.9% | -2.3% |
| YTD | +99.0% | +11.5% | +87.5% | +88.9% |
| 1Y | +89.3% | +23.7% | +65.6% | +70.9% |
| 3Y | +211.6% | +145.8% | +65.8% | +104.1% |
| 5Y | +134.1% | +36.1% | +97.9% | +102.8% |
| 10Y | +1,293.1% | +42.4% | +1,250.7% | +941.4% |
| All | +1,292.0% | +108.7% | +1,183.3% | +768.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling