+271.9%
MRVL vs M
+27.3%
+244.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.6% | +4.5% | +6.1% |
| 7D | +3.2% | +4.7% | -1.5% | +1.5% |
| 30D | +5.9% | -9.6% | +15.6% | +9.7% |
| 3M | -29.3% | +0.9% | -30.2% | -30.0% |
| 6M | +186.5% | +22.3% | +164.2% | +164.6% |
| YTD | +163.4% | +6.5% | +156.9% | +153.8% |
| 1Y | +249.5% | +38.8% | +210.7% | +203.5% |
| 3Y | +289.4% | +115.9% | +173.5% | +160.1% |
| All | +271.9% | +27.3% | +244.6% | +205.1% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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