+323.1%
MRVL vs JBL
+195.4%
+127.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.0% | -1.0% | +0.2% |
| 7D | +5.6% | +2.4% | +3.2% | +3.7% |
| 30D | +8.8% | -13.1% | +21.9% | +20.7% |
| 3M | -15.9% | -15.6% | -0.3% | -3.5% |
| 6M | +161.3% | +24.6% | +136.7% | +137.8% |
| YTD | +178.2% | +39.6% | +138.6% | +132.4% |
| 1Y | +255.3% | +48.6% | +206.7% | +180.4% |
| 3Y | +323.1% | +197.3% | +125.9% | +127.5% |
| All | +323.1% | +195.4% | +127.7% | +127.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling