+271.9%
MRVL vs SPGI
+8.3%
+263.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.6% | +8.6% | +8.0% |
| 7D | +3.2% | +0.1% | +3.1% | +3.0% |
| 30D | +5.9% | +8.4% | -2.5% | +0.6% |
| 3M | -29.3% | +11.8% | -41.2% | -36.6% |
| 6M | +186.5% | +5.7% | +180.8% | +163.2% |
| YTD | +163.4% | -9.7% | +173.1% | +172.5% |
| 1Y | +249.5% | -12.5% | +262.0% | +266.2% |
| 3Y | +289.4% | +21.8% | +267.5% | +183.0% |
| All | +271.9% | +8.3% | +263.6% | +188.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling