+195.7%
MRVL vs SPGI
+30.0%
+165.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.1% | -5.8% | -4.7% |
| 7D | +11.0% | +1.2% | +9.8% | +11.0% |
| 30D | -36.1% | +15.9% | -52.0% | -36.6% |
| 3M | -29.4% | +12.3% | -41.7% | -29.9% |
| 6M | -11.9% | +23.7% | -35.6% | -16.1% |
| YTD | +84.8% | -3.5% | +88.3% | +99.4% |
| 1Y | +79.4% | +0.4% | +79.0% | +87.8% |
| 3Y | +195.7% | +29.9% | +165.9% | +137.9% |
| All | +195.7% | +30.0% | +165.7% | +137.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling