+1,743.1%
MRVL vs JCI
+211.4%
+1,531.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.9% | +5.1% | +6.2% |
| 7D | +3.2% | +3.8% | -0.6% | +1.5% |
| 30D | +5.9% | -5.7% | +11.6% | +8.8% |
| 3M | -29.3% | -1.4% | -27.9% | -28.1% |
| 6M | +186.5% | +4.1% | +182.4% | +187.0% |
| YTD | +163.4% | +21.7% | +141.7% | +146.0% |
| 1Y | +249.5% | +36.1% | +213.4% | +210.9% |
| 3Y | +289.4% | +154.4% | +134.9% | +172.2% |
| 5Y | +270.2% | +112.0% | +158.2% | +182.7% |
| 10Y | +1,748.8% | +322.2% | +1,426.6% | +958.6% |
| All | +1,743.1% | +211.4% | +1,531.6% | +1,005.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling