+1,173.1%
MRVL vs SHOP
+3,581.9%
-2,408.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.8% |
| 7D | +11.0% | -1.2% | +12.2% | +11.6% |
| 30D | -36.1% | -14.7% | -21.4% | -32.2% |
| 3M | -29.4% | -7.2% | -22.2% | -28.0% |
| 6M | -11.9% | +54.2% | -66.0% | -27.4% |
| YTD | +84.8% | -8.6% | +93.4% | +78.5% |
| 1Y | +79.4% | +0.5% | +78.9% | +66.9% |
| 3Y | +195.7% | +135.9% | +59.8% | +86.0% |
| 5Y | +117.2% | -11.9% | +129.1% | +66.5% |
| All | +1,173.1% | +3,581.9% | -2,408.7% | +202.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 10y: compounded portfolio wealth divided by compounded SHOP 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…
10y analysis · Full analysis span regression · 6 months rolling