+1,847.4%
MRVL vs MSI
+601.8%
+1,245.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -4.0% |
| 7D | +8.7% | -1.8% | +10.4% | +9.8% |
| 30D | +6.9% | -0.6% | +7.5% | +6.9% |
| 3M | -10.1% | +13.0% | -23.2% | -17.9% |
| 6M | +143.4% | +0.5% | +142.9% | +137.0% |
| YTD | +167.5% | +21.7% | +145.8% | +126.9% |
| 1Y | +239.0% | -2.6% | +241.6% | +231.9% |
| 3Y | +311.0% | +69.7% | +241.3% | +173.6% |
| 5Y | +278.0% | +102.8% | +175.2% | +125.4% |
| All | +1,847.4% | +601.8% | +1,245.6% | +566.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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