+1,954.1%
MRVL vs SHOP
+2,872.8%
-918.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -5.5% | +9.7% | +6.2% |
| 7D | +13.8% | -10.6% | +24.4% | +18.0% |
| 30D | +12.7% | -18.3% | +31.0% | +20.3% |
| 3M | -11.9% | +14.8% | -26.7% | -18.8% |
| 6M | +153.8% | -5.0% | +158.9% | +145.3% |
| YTD | +177.0% | -21.2% | +198.2% | +182.4% |
| 1Y | +252.3% | -11.6% | +264.0% | +241.7% |
| 3Y | +325.5% | +101.2% | +224.3% | +181.1% |
| 5Y | +290.9% | -15.7% | +306.6% | +204.2% |
| 10Y | +1,954.1% | +2,989.4% | -1,035.3% | +449.4% |
| All | +1,954.1% | +2,872.8% | -918.7% | +449.4% |
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