+185.0%
MRVL vs MS
+173.7%
+11.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.4% |
| 7D | -10.2% | +0.8% | -11.0% | -10.5% |
| 30D | -43.9% | -0.7% | -43.2% | -43.1% |
| 3M | -26.0% | -12.4% | -13.6% | -15.9% |
| 6M | -9.2% | -1.7% | -7.5% | -5.5% |
| YTD | +82.0% | +8.0% | +73.9% | +71.6% |
| 1Y | +65.9% | +16.2% | +49.7% | +45.9% |
| 3Y | +185.0% | +171.3% | +13.7% | +31.2% |
| All | +185.0% | +173.7% | +11.3% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling