+1,743.1%
MRVL vs MDY
+940.9%
+802.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.1% | +6.9% | +6.9% |
| 7D | +3.2% | +0.1% | +3.1% | +3.0% |
| 30D | +5.9% | -1.5% | +7.4% | +8.2% |
| 3M | -29.3% | +0.8% | -30.1% | -28.7% |
| 6M | +186.5% | +7.4% | +179.1% | +169.0% |
| YTD | +163.4% | +15.2% | +148.3% | +126.7% |
| 1Y | +249.5% | +16.5% | +233.0% | +196.8% |
| 3Y | +289.4% | +46.8% | +242.6% | +161.7% |
| 5Y | +270.2% | +46.0% | +224.2% | +170.2% |
| 10Y | +1,748.8% | +172.1% | +1,576.8% | +514.9% |
| All | +1,743.1% | +940.9% | +802.2% | -16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling