+1,192.7%
MRVL vs XEL
+1,052.6%
+140.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | +11.0% | +2.4% | +8.6% | +10.3% |
| 30D | -36.1% | +8.3% | -44.4% | -37.6% |
| 3M | -29.4% | +4.2% | -33.6% | -30.4% |
| 6M | -11.9% | +3.7% | -15.6% | -13.3% |
| YTD | +84.8% | +13.1% | +71.7% | +77.3% |
| 1Y | +79.4% | +5.0% | +74.4% | +75.6% |
| 3Y | +195.7% | +55.0% | +140.8% | +153.5% |
| 5Y | +117.2% | +51.8% | +65.4% | +86.3% |
| 10Y | +1,193.7% | +185.6% | +1,008.1% | +808.6% |
| All | +1,192.7% | +1,052.6% | +140.1% | +485.9% |
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