+82.7%
MRVL vs XLI
+12.2%
+70.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.1% | -6.0% | -5.0% |
| 7D | -36.5% | +0.6% | -37.1% | -37.4% |
| 30D | -41.1% | -0.4% | -40.7% | -40.7% |
| 3M | -26.9% | -8.8% | -18.0% | -12.0% |
| 6M | -2.3% | -0.4% | -1.9% | +2.7% |
| YTD | +88.4% | +10.1% | +78.2% | +60.5% |
| 1Y | +82.7% | +12.3% | +70.4% | +49.1% |
| All | +82.7% | +12.2% | +70.5% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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