+197.0%
MRVL vs SHOP
+143.2%
+53.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.1% | +7.4% | +8.9% |
| 7D | -9.8% | -2.7% | -7.1% | -9.1% |
| 30D | -43.8% | -11.0% | -32.8% | -41.8% |
| 3M | -29.3% | +0.3% | -29.6% | -29.6% |
| 6M | -9.1% | +37.7% | -46.8% | -20.2% |
| YTD | +82.2% | -5.5% | +87.8% | +79.1% |
| 1Y | +70.3% | -0.2% | +70.6% | +63.3% |
| 3Y | +197.0% | +151.9% | +45.1% | +77.9% |
| All | +197.0% | +143.2% | +53.8% | +77.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling