+290.9%
MRVL vs XLI
+80.3%
+210.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.5% | +5.8% | +7.1% |
| 7D | +13.8% | -0.6% | +14.4% | +14.9% |
| 30D | +12.7% | -6.9% | +19.6% | +29.0% |
| 3M | -11.9% | -1.9% | -10.0% | -7.1% |
| 6M | +153.8% | +1.0% | +152.8% | +156.8% |
| YTD | +177.0% | +11.3% | +165.6% | +132.0% |
| 1Y | +252.3% | +15.8% | +236.5% | +174.4% |
| 3Y | +325.5% | +69.8% | +255.7% | +71.6% |
| 5Y | +290.9% | +80.9% | +210.0% | +49.4% |
| All | +290.9% | +80.3% | +210.6% | +49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling