+280.4%
MRVL vs S
-72.3%
+352.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.6% |
| 7D | +7.1% | -5.8% | +13.0% | +9.4% |
| 30D | +3.1% | -9.2% | +12.3% | +5.4% |
| 3M | -21.9% | +23.4% | -45.3% | -29.1% |
| 6M | +151.8% | +36.9% | +114.9% | +116.3% |
| YTD | +165.6% | +29.5% | +136.1% | +131.2% |
| 1Y | +242.3% | +5.4% | +236.8% | +219.0% |
| 3Y | +308.2% | +14.7% | +293.5% | +249.7% |
| 5Y | +280.4% | -71.5% | +351.9% | +341.8% |
| All | +280.4% | -72.3% | +352.7% | +341.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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