+1,847.4%
MRVL vs JPM
+595.2%
+1,252.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.2% |
| 7D | +8.7% | -2.3% | +11.0% | +10.2% |
| 30D | +6.9% | -2.3% | +9.2% | +8.1% |
| 3M | -10.1% | +14.9% | -25.0% | -18.2% |
| 6M | +143.4% | +23.6% | +119.8% | +112.3% |
| YTD | +167.5% | +11.3% | +156.2% | +148.0% |
| 1Y | +239.0% | +19.9% | +219.1% | +200.1% |
| 3Y | +311.0% | +162.6% | +148.4% | +132.0% |
| 5Y | +278.0% | +154.6% | +123.4% | +114.5% |
| All | +1,847.4% | +595.2% | +1,252.2% | +617.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 JPM 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