+79.4%
MRVL vs JCI
+14.5%
+64.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.4% | -1.4% |
| 7D | +11.0% | +3.2% | +7.8% | +6.8% |
| 30D | -36.1% | -8.6% | -27.5% | -26.4% |
| 3M | -29.4% | -7.7% | -21.7% | -19.5% |
| 6M | -11.9% | -2.6% | -9.3% | -5.8% |
| YTD | +84.8% | +17.4% | +67.4% | +73.7% |
| 1Y | +79.4% | +16.9% | +62.5% | +70.7% |
| All | +79.4% | +14.5% | +64.9% | +70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling