+82.7%
MRVL vs XLY
+3.2%
+79.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +4.3% | -11.3% | -10.4% |
| 7D | -36.5% | +6.1% | -42.6% | -40.0% |
| 30D | -41.1% | +10.8% | -51.9% | -46.6% |
| 3M | -26.9% | +3.6% | -30.5% | -29.6% |
| 6M | -2.3% | +4.4% | -6.7% | -6.7% |
| YTD | +88.4% | +3.1% | +85.3% | +75.7% |
| 1Y | +82.7% | +3.6% | +79.2% | +69.2% |
| All | +82.7% | +3.2% | +79.6% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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