+239.0%
MRVL vs JCI
+33.3%
+205.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -2.0% | -1.6% |
| 7D | +8.7% | +0.4% | +8.3% | +8.2% |
| 30D | +6.9% | -7.7% | +14.6% | +17.9% |
| 3M | -10.1% | +2.8% | -12.9% | -11.3% |
| 6M | +143.4% | +7.2% | +136.2% | +135.1% |
| YTD | +167.5% | +20.0% | +147.5% | +138.5% |
| 1Y | +239.0% | +33.3% | +205.7% | +187.5% |
| All | +239.0% | +33.3% | +205.6% | +187.5% |
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