+242.3%
MRVL vs SPGI
-14.9%
+257.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | -0.9% |
| 7D | +7.1% | -2.5% | +9.6% | +5.7% |
| 30D | +3.1% | +5.4% | -2.4% | +6.3% |
| 3M | -21.9% | +9.0% | -31.0% | -16.9% |
| 6M | +151.8% | +0.8% | +151.1% | +166.8% |
| YTD | +165.6% | -12.6% | +178.2% | +178.9% |
| 1Y | +242.3% | -16.1% | +258.4% | +255.0% |
| All | +242.3% | -14.9% | +257.1% | +255.0% |
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