+118.8%
MRVL vs MSTR
+36.1%
+82.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.4% | -2.2% | -4.0% |
| 7D | +11.0% | -13.4% | +24.4% | +15.2% |
| 30D | -36.1% | -22.1% | -14.0% | -31.7% |
| 3M | -29.4% | +15.0% | -44.4% | -32.7% |
| 6M | -11.9% | -37.3% | +25.4% | -3.3% |
| YTD | +84.8% | -26.5% | +111.3% | +89.6% |
| 1Y | +79.4% | -46.5% | +125.9% | +98.4% |
| 3Y | +195.7% | +121.1% | +74.7% | +75.5% |
| All | +118.8% | +36.1% | +82.7% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 5y: compounded portfolio wealth divided by compounded MSTR 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…
5y analysis · Full analysis span regression · 6 months rolling