+304.8%
MRVL vs SHOP
+125.5%
+179.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.5% | +7.6% | +7.2% |
| 7D | +3.2% | -5.1% | +8.3% | +4.7% |
| 30D | +5.9% | +0.6% | +5.3% | +5.5% |
| 3M | -29.3% | +25.0% | -54.4% | -35.2% |
| 6M | +186.5% | +11.9% | +174.6% | +165.5% |
| YTD | +163.4% | -9.9% | +173.3% | +162.3% |
| 1Y | +249.5% | 0.0% | +249.5% | +231.6% |
| All | +304.8% | +125.5% | +179.3% | +182.0% |
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