+197.0%
MRVL vs MSI
+76.3%
+120.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.6% | +6.9% | +8.9% |
| 7D | -9.8% | +8.3% | -18.2% | -11.6% |
| 30D | -43.8% | +18.9% | -62.7% | -46.5% |
| 3M | -29.3% | +13.2% | -42.5% | -31.8% |
| 6M | -9.1% | +38.3% | -47.4% | -19.3% |
| YTD | +82.2% | +38.9% | +43.4% | +55.0% |
| 1Y | +70.3% | +36.7% | +33.6% | +46.5% |
| 3Y | +197.0% | +76.6% | +120.5% | +119.1% |
| All | +197.0% | +76.3% | +120.7% | +119.1% |
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