+1,954.1%
MRVL vs SPG
+59.6%
+1,894.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +5.0% |
| 7D | +13.8% | -1.7% | +15.5% | +14.3% |
| 30D | +12.7% | -6.3% | +19.0% | +15.0% |
| 3M | -11.9% | -2.4% | -9.5% | -11.9% |
| 6M | +153.8% | +9.6% | +144.2% | +143.8% |
| YTD | +177.0% | +14.2% | +162.7% | +161.5% |
| 1Y | +252.3% | +19.3% | +233.1% | +227.0% |
| 3Y | +325.5% | +106.7% | +218.8% | +235.2% |
| 5Y | +290.9% | +104.2% | +186.7% | +209.9% |
| 10Y | +1,954.1% | +63.7% | +1,890.4% | +1,583.8% |
| All | +1,954.1% | +59.6% | +1,894.6% | +1,583.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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