+1,870.2%
MRVL vs SPGI
+297.9%
+1,572.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +2.8% |
| 7D | +7.1% | -2.5% | +9.6% | +8.6% |
| 30D | +3.1% | +5.4% | -2.4% | -0.8% |
| 3M | -21.9% | +9.0% | -31.0% | -28.9% |
| 6M | +151.8% | +0.8% | +151.1% | +137.6% |
| YTD | +165.6% | -12.6% | +178.2% | +173.7% |
| 1Y | +242.3% | -16.1% | +258.4% | +258.8% |
| 3Y | +308.2% | +19.0% | +289.2% | +225.0% |
| 5Y | +280.4% | +5.1% | +275.3% | +232.1% |
| All | +1,870.2% | +297.9% | +1,572.3% | +655.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling