+323.1%
MRVL vs XEL
+46.5%
+276.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | +5.6% | -0.3% | +5.9% | +5.6% |
| 30D | +8.8% | -3.9% | +12.7% | +7.9% |
| 3M | -15.9% | -2.8% | -13.1% | -16.3% |
| 6M | +161.3% | -5.4% | +166.6% | +158.4% |
| YTD | +178.2% | +3.8% | +174.5% | +181.1% |
| 1Y | +255.3% | +6.8% | +248.5% | +261.5% |
| 3Y | +323.1% | +45.6% | +277.5% | +387.5% |
| All | +323.1% | +46.5% | +276.6% | +387.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling