+239.0%
MRVL vs XLB
+14.3%
+224.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -2.4% |
| 7D | +8.7% | -3.5% | +12.2% | +11.8% |
| 30D | +6.9% | -4.7% | +11.6% | +10.9% |
| 3M | -10.1% | +2.7% | -12.8% | -13.5% |
| 6M | +143.4% | +2.6% | +140.8% | +138.3% |
| YTD | +167.5% | +12.8% | +154.6% | +144.4% |
| 1Y | +239.0% | +14.0% | +225.0% | +198.6% |
| All | +239.0% | +14.3% | +224.7% | +198.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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