+298.8%
MRVL vs IWM
+65.6%
+233.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.3% | +6.8% | +6.6% |
| 7D | +3.2% | +0.1% | +3.1% | +3.0% |
| 30D | +5.9% | -1.3% | +7.2% | +8.3% |
| 3M | -29.3% | +1.6% | -30.9% | -29.1% |
| 6M | +186.5% | +13.6% | +172.9% | +148.0% |
| YTD | +163.4% | +20.8% | +142.7% | +109.0% |
| 1Y | +249.5% | +26.4% | +223.1% | +159.4% |
| All | +298.8% | +65.6% | +233.1% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWM.
Daily Out/Under-Performance
Portfolio return minus IWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWM 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 IWM 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