+171.3%
MRVL vs SPGI
+30.0%
+141.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.0% | +6.7% | +5.8% |
| 7D | -28.1% | +0.3% | -28.4% | -28.1% |
| 30D | -50.4% | +18.4% | -68.8% | -51.0% |
| 3M | -32.9% | +15.7% | -48.6% | -33.7% |
| 6M | -17.9% | +17.3% | -35.2% | -20.8% |
| YTD | +66.4% | -4.7% | +71.2% | +79.7% |
| 1Y | +51.5% | +1.8% | +49.7% | +55.3% |
| All | +171.3% | +30.0% | +141.3% | +109.7% |
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 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