+1,652.8%
MRVL vs SHOP
+8,434.7%
-6,781.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.5% | +7.6% | +7.2% |
| 7D | +3.2% | -5.1% | +8.3% | +4.8% |
| 30D | +5.9% | +0.6% | +5.3% | +5.5% |
| 3M | -29.3% | +25.0% | -54.4% | -35.4% |
| 6M | +186.5% | +11.9% | +174.6% | +164.5% |
| YTD | +163.4% | -9.9% | +173.3% | +158.0% |
| 1Y | +249.5% | 0.0% | +249.5% | +229.3% |
| 3Y | +289.4% | +117.5% | +171.9% | +170.0% |
| 5Y | +270.2% | -6.6% | +276.9% | +187.6% |
| 10Y | +1,748.8% | +3,320.3% | -1,571.5% | +637.4% |
| All | +1,652.8% | +8,434.7% | -6,781.9% | +575.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling