+280.4%
MRVL vs SHOP
-12.8%
+293.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.6% | +8.4% | +3.6% |
| 7D | +7.1% | -4.1% | +11.2% | +8.6% |
| 30D | +3.1% | -11.5% | +14.6% | +7.3% |
| 3M | -21.9% | +21.1% | -43.0% | -29.6% |
| 6M | +151.8% | +3.0% | +148.9% | +136.0% |
| YTD | +165.6% | -16.7% | +182.3% | +166.5% |
| 1Y | +242.3% | -8.3% | +250.5% | +227.6% |
| 3Y | +308.2% | +112.8% | +195.3% | +152.8% |
| 5Y | +280.4% | -9.3% | +289.6% | +180.3% |
| All | +280.4% | -12.8% | +293.1% | +180.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling