+1,925.8%
MRVL vs JBL
+1,558.3%
+367.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.0% | -1.0% | +0.4% |
| 7D | +5.6% | +2.4% | +3.2% | +3.8% |
| 30D | +8.8% | -13.1% | +21.9% | +20.1% |
| 3M | -15.9% | -15.6% | -0.3% | -3.6% |
| 6M | +161.3% | +24.6% | +136.7% | +133.9% |
| YTD | +178.2% | +39.6% | +138.6% | +127.2% |
| 1Y | +255.3% | +48.6% | +206.7% | +173.8% |
| 3Y | +323.1% | +197.3% | +125.9% | +96.0% |
| 5Y | +293.2% | +413.0% | -119.8% | +30.1% |
| All | +1,925.8% | +1,558.3% | +367.5% | +289.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling