+1,743.1%
MRVL vs XEL
+960.8%
+782.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +7.3% |
| 7D | +3.2% | -1.0% | +4.2% | +3.5% |
| 30D | +5.9% | -1.9% | +7.9% | +6.6% |
| 3M | -29.3% | -1.9% | -27.4% | -29.2% |
| 6M | +186.5% | -7.4% | +193.9% | +191.3% |
| YTD | +163.4% | +4.1% | +159.4% | +159.1% |
| 1Y | +249.5% | +8.0% | +241.4% | +239.7% |
| 3Y | +289.4% | +48.4% | +241.0% | +237.5% |
| 5Y | +270.2% | +27.2% | +243.0% | +234.4% |
| 10Y | +1,748.8% | +146.8% | +1,602.0% | +1,254.9% |
| All | +1,743.1% | +960.8% | +782.2% | +756.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling