+1,758.4%
MRVL vs JBL
+752.8%
+1,005.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.3% | +0.5% |
| 7D | +7.1% | +4.4% | +2.7% | +4.7% |
| 30D | +3.1% | -8.4% | +11.5% | +8.0% |
| 3M | -21.9% | -14.2% | -7.8% | -13.7% |
| 6M | +151.8% | +29.6% | +122.2% | +127.1% |
| YTD | +165.6% | +37.1% | +128.6% | +130.4% |
| 1Y | +242.3% | +49.5% | +192.8% | +180.9% |
| 3Y | +308.2% | +192.7% | +115.5% | +133.3% |
| 5Y | +280.4% | +411.3% | -131.0% | +69.8% |
| 10Y | +1,832.5% | +1,447.6% | +384.9% | +373.5% |
| All | +1,758.4% | +752.8% | +1,005.6% | +239.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded JBL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling