+1,192.7%
MRVL vs SHEL
+456.1%
+736.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.3% | -6.0% | -5.3% |
| 7D | +11.0% | +0.8% | +10.2% | +10.5% |
| 30D | -36.1% | -3.6% | -32.5% | -35.0% |
| 3M | -29.4% | +12.0% | -41.5% | -33.6% |
| 6M | -11.9% | +19.7% | -31.6% | -20.4% |
| YTD | +84.8% | +39.6% | +45.1% | +53.6% |
| 1Y | +79.4% | +36.4% | +43.0% | +50.9% |
| 3Y | +195.7% | +70.2% | +125.5% | +121.2% |
| 5Y | +117.2% | +169.2% | -52.1% | +26.9% |
| 10Y | +1,193.7% | +217.1% | +976.7% | +516.8% |
| All | +1,192.7% | +456.1% | +736.6% | +255.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling