+280.4%
MRVL vs IWM
+39.0%
+241.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.6% |
| 7D | +7.1% | +1.4% | +5.7% | +4.7% |
| 30D | +3.1% | -2.3% | +5.3% | +7.2% |
| 3M | -21.9% | +4.0% | -25.9% | -25.1% |
| 6M | +151.8% | +17.9% | +133.9% | +104.6% |
| YTD | +165.6% | +20.2% | +145.4% | +107.9% |
| 1Y | +242.3% | +25.0% | +217.3% | +151.7% |
| 3Y | +308.2% | +66.0% | +242.2% | +96.4% |
| 5Y | +280.4% | +40.0% | +240.3% | +138.1% |
| All | +280.4% | +39.0% | +241.4% | +138.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling