+1,743.1%
MRVL vs IWM
+710.3%
+1,032.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.3% | +6.8% | +6.7% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +5.9% | -1.3% | +7.2% | +7.7% |
| 3M | -29.3% | +1.6% | -30.9% | -29.0% |
| 6M | +186.5% | +13.6% | +172.9% | +155.8% |
| YTD | +163.4% | +20.8% | +142.7% | +119.2% |
| 1Y | +249.5% | +26.4% | +223.1% | +176.2% |
| 3Y | +289.4% | +60.7% | +228.7% | +143.9% |
| 5Y | +270.2% | +38.2% | +232.1% | +194.1% |
| 10Y | +1,748.8% | +169.5% | +1,579.4% | +586.9% |
| All | +1,743.1% | +710.3% | +1,032.8% | +49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling