+255.3%
MRVL vs SHEL
+39.6%
+215.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.8% |
| 7D | +5.6% | +4.1% | +1.5% | +4.7% |
| 30D | +8.8% | +8.4% | +0.4% | +7.0% |
| 3M | -15.9% | +13.7% | -29.6% | -17.2% |
| 6M | +161.3% | +12.7% | +148.5% | +155.2% |
| YTD | +178.2% | +35.3% | +142.9% | +148.5% |
| 1Y | +255.3% | +39.4% | +215.9% | +219.9% |
| All | +255.3% | +39.6% | +215.7% | +219.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 1y: compounded portfolio wealth divided by compounded SHEL 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…
1y analysis · Full analysis span regression · 6 months rolling