+1,954.1%
MRVL vs STZ
-13.0%
+1,967.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +4.1% |
| 7D | +13.8% | -6.0% | +19.8% | +16.2% |
| 30D | +12.7% | -8.9% | +21.6% | +16.0% |
| 3M | -11.9% | -12.6% | +0.6% | -8.5% |
| 6M | +153.8% | -17.2% | +171.1% | +167.8% |
| YTD | +177.0% | -10.0% | +187.0% | +180.0% |
| 1Y | +252.3% | -14.3% | +266.7% | +261.9% |
| 3Y | +325.5% | -49.9% | +375.5% | +431.8% |
| 5Y | +290.9% | -38.2% | +329.1% | +346.4% |
| 10Y | +1,954.1% | -12.0% | +1,966.1% | +1,876.3% |
| All | +1,954.1% | -13.0% | +1,967.2% | +1,876.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling