+1,925.8%
MRVL vs MDY
+177.2%
+1,748.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +2.9% |
| 7D | +5.6% | -1.9% | +7.5% | +8.3% |
| 30D | +8.8% | -4.6% | +13.4% | +16.1% |
| 3M | -15.9% | -1.2% | -14.6% | -13.4% |
| 6M | +161.3% | +9.2% | +152.0% | +140.9% |
| YTD | +178.2% | +13.1% | +165.2% | +144.4% |
| 1Y | +255.3% | +13.0% | +242.3% | +213.1% |
| 3Y | +323.1% | +49.2% | +273.9% | +178.1% |
| 5Y | +293.2% | +47.2% | +246.0% | +180.7% |
| All | +1,925.8% | +177.2% | +1,748.6% | +721.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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