+1,804.5%
MRVL vs MCD
+177.3%
+1,627.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.5% | +8.6% | +7.7% |
| 7D | +3.2% | -2.8% | +6.0% | +4.5% |
| 30D | +5.9% | -6.0% | +12.0% | +8.5% |
| 3M | -29.3% | -5.6% | -23.8% | -28.7% |
| 6M | +186.5% | -21.9% | +208.3% | +217.8% |
| YTD | +163.4% | -14.7% | +178.1% | +178.6% |
| 1Y | +249.5% | -17.3% | +266.8% | +273.5% |
| 3Y | +289.4% | -2.2% | +291.5% | +263.8% |
| 5Y | +270.2% | +20.3% | +250.0% | +203.4% |
| All | +1,804.5% | +177.3% | +1,627.2% | +991.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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