+321.2%
MRVL vs JCI
+163.4%
+157.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.2% | +5.4% |
| 7D | +13.8% | +4.1% | +9.7% | +8.8% |
| 30D | +12.7% | -3.8% | +16.5% | +17.4% |
| 3M | -11.9% | -1.6% | -10.3% | -9.0% |
| 6M | +153.8% | +9.5% | +144.3% | +138.8% |
| YTD | +177.0% | +21.7% | +155.2% | +130.4% |
| 1Y | +252.3% | +37.1% | +215.2% | +157.1% |
| All | +321.2% | +163.4% | +157.8% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling