+1,832.5%
MRVL vs JD
+18.8%
+1,813.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.5% |
| 7D | +7.1% | -0.8% | +7.9% | +7.5% |
| 30D | +3.1% | -16.0% | +19.1% | +9.1% |
| 3M | -21.9% | -3.2% | -18.8% | -21.8% |
| 6M | +151.8% | +6.1% | +145.8% | +144.8% |
| YTD | +165.6% | -0.1% | +165.8% | +164.2% |
| 1Y | +242.3% | -12.7% | +255.0% | +256.0% |
| 3Y | +308.2% | -6.3% | +314.5% | +284.5% |
| 5Y | +280.4% | -61.3% | +341.7% | +353.7% |
| 10Y | +1,832.5% | +17.6% | +1,814.9% | +1,341.9% |
| All | +1,832.5% | +18.8% | +1,813.8% | +1,341.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 10y: compounded portfolio wealth divided by compounded JD 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…
10y analysis · Full analysis span regression · 6 months rolling