+298.8%
MRVL vs MSI
+72.0%
+226.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.9% | +7.9% | +7.4% |
| 7D | +3.2% | -3.7% | +6.9% | +4.5% |
| 30D | +5.9% | +6.8% | -0.9% | +3.0% |
| 3M | -29.3% | +14.3% | -43.6% | -33.4% |
| 6M | +186.5% | -1.6% | +188.1% | +189.5% |
| YTD | +163.4% | +22.8% | +140.7% | +131.1% |
| 1Y | +249.5% | -1.1% | +250.6% | +252.0% |
| All | +298.8% | +72.0% | +226.8% | +183.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling