+1,837.5%
MRVL vs SHEL
+432.3%
+1,405.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.1% |
| 7D | +13.8% | +3.0% | +10.8% | +12.2% |
| 30D | +12.7% | +7.2% | +5.5% | +8.9% |
| 3M | -11.9% | +12.9% | -24.8% | -17.9% |
| 6M | +153.8% | +13.7% | +140.1% | +135.4% |
| YTD | +177.0% | +33.7% | +143.3% | +136.4% |
| 1Y | +252.3% | +37.9% | +214.5% | +196.0% |
| 3Y | +325.5% | +70.2% | +255.3% | +218.9% |
| 5Y | +290.9% | +192.3% | +98.5% | +118.9% |
| 10Y | +1,954.1% | +207.3% | +1,746.8% | +894.4% |
| All | +1,837.5% | +432.3% | +1,405.3% | +447.7% |
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