+1,173.1%
MRVL vs JCI
+291.9%
+881.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.4% | -2.7% |
| 7D | +11.0% | +3.2% | +7.8% | +8.5% |
| 30D | -36.1% | -8.6% | -27.5% | -29.8% |
| 3M | -29.4% | -7.7% | -21.7% | -22.8% |
| 6M | -11.9% | -2.6% | -9.3% | -5.4% |
| YTD | +84.8% | +17.4% | +67.4% | +71.2% |
| 1Y | +79.4% | +16.9% | +62.5% | +66.8% |
| 3Y | +195.7% | +186.7% | +9.0% | +47.4% |
| 5Y | +117.2% | +95.4% | +21.8% | +38.1% |
| All | +1,173.1% | +291.9% | +881.3% | +395.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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