+66.1%
MRVL vs SPGI
+1.8%
+64.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.7% | +8.8% | +9.9% |
| 7D | -9.8% | -0.9% | -8.9% | -10.2% |
| 30D | -43.8% | +15.5% | -59.4% | -38.7% |
| 3M | -29.3% | +15.7% | -45.0% | -22.4% |
| 6M | -9.1% | +19.1% | -28.2% | +2.5% |
| YTD | +82.2% | -4.1% | +86.3% | +114.3% |
| All | +66.1% | +1.8% | +64.3% | +92.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling