+1,954.1%
MRVL vs SPGI
+287.8%
+1,666.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.6% | +6.8% | +5.8% |
| 7D | +13.8% | -3.1% | +16.9% | +15.7% |
| 30D | +12.7% | +2.0% | +10.6% | +10.6% |
| 3M | -11.9% | +4.3% | -16.2% | -17.4% |
| 6M | +153.8% | -0.2% | +154.1% | +140.4% |
| YTD | +177.0% | -14.8% | +191.7% | +189.7% |
| 1Y | +252.3% | -18.5% | +270.9% | +276.0% |
| 3Y | +325.5% | +16.0% | +309.6% | +244.0% |
| 5Y | +290.9% | +2.2% | +288.7% | +246.8% |
| 10Y | +1,954.1% | +296.4% | +1,657.7% | +699.4% |
| All | +1,954.1% | +287.8% | +1,666.4% | +699.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPGI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling