+249.5%
MRVL vs XEL
+7.2%
+242.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +7.1% |
| 7D | +3.2% | -1.0% | +4.2% | +3.3% |
| 30D | +5.9% | -1.9% | +7.9% | +6.2% |
| 3M | -29.3% | -1.9% | -27.4% | -29.7% |
| 6M | +186.5% | -7.4% | +193.9% | +185.9% |
| YTD | +163.4% | +4.1% | +159.4% | +157.6% |
| 1Y | +249.5% | +8.0% | +241.4% | +233.3% |
| All | +249.5% | +7.2% | +242.3% | +233.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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