+249.5%
MRVL vs XBI
+75.8%
+173.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.4% | +7.3% |
| 7D | +3.2% | +0.9% | +2.3% | +2.5% |
| 30D | +5.9% | +7.1% | -1.1% | +0.9% |
| 3M | -29.3% | +22.9% | -52.2% | -38.2% |
| 6M | +186.5% | +29.7% | +156.8% | +136.3% |
| YTD | +163.4% | +34.5% | +129.0% | +113.3% |
| 1Y | +249.5% | +76.1% | +173.4% | +167.0% |
| All | +249.5% | +75.8% | +173.7% | +167.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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