+290.9%
MRVL vs JCI
+111.9%
+179.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.2% | +5.3% |
| 7D | +13.8% | +4.1% | +9.7% | +9.0% |
| 30D | +12.7% | -3.8% | +16.5% | +17.2% |
| 3M | -11.9% | -1.6% | -10.3% | -9.0% |
| 6M | +153.8% | +9.5% | +144.3% | +139.5% |
| YTD | +177.0% | +21.7% | +155.2% | +131.5% |
| 1Y | +252.3% | +37.1% | +215.2% | +159.4% |
| 3Y | +325.5% | +165.2% | +160.4% | +67.8% |
| 5Y | +290.9% | +110.3% | +180.6% | +95.2% |
| All | +290.9% | +111.9% | +179.0% | +95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling