+1,743.1%
MRVL vs IVZ
+141.1%
+1,602.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.1% | +5.9% | +6.5% |
| 7D | +3.2% | +0.6% | +2.6% | +2.9% |
| 30D | +5.9% | +4.0% | +1.9% | +3.8% |
| 3M | -29.3% | +18.2% | -47.5% | -34.5% |
| 6M | +186.5% | +32.8% | +153.7% | +149.9% |
| YTD | +163.4% | +28.7% | +134.7% | +132.3% |
| 1Y | +249.5% | +55.4% | +194.1% | +181.8% |
| 3Y | +289.4% | +135.2% | +154.1% | +157.7% |
| 5Y | +270.2% | +64.2% | +206.1% | +190.8% |
| 10Y | +1,748.8% | +64.6% | +1,684.2% | +1,179.1% |
| All | +1,743.1% | +141.1% | +1,602.0% | +967.3% |
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