+1,804.5%
MRVL vs MS
+810.5%
+993.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.3% | +6.8% | +6.9% |
| 7D | +3.2% | +1.4% | +1.8% | +2.2% |
| 30D | +5.9% | -0.3% | +6.2% | +5.7% |
| 3M | -29.3% | +0.3% | -29.6% | -29.1% |
| 6M | +186.5% | +31.3% | +155.1% | +139.4% |
| YTD | +163.4% | +24.7% | +138.8% | +126.5% |
| 1Y | +249.5% | +47.9% | +201.6% | +166.8% |
| 3Y | +289.4% | +178.3% | +111.0% | +97.8% |
| 5Y | +270.2% | +144.9% | +125.4% | +105.5% |
| All | +1,804.5% | +810.5% | +993.9% | +443.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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