+133.9%
MRVL vs XME
+117.2%
+16.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.7% | +8.7% | +8.7% |
| 7D | +5.6% | +1.5% | +4.1% | +5.2% |
| 30D | -36.5% | -7.3% | -29.2% | -30.9% |
| 3M | -20.5% | -17.4% | -3.0% | -4.1% |
| 6M | -1.1% | -21.8% | +20.7% | +28.2% |
| YTD | +99.0% | -6.0% | +104.9% | +116.2% |
| 1Y | +89.3% | +3.8% | +85.5% | +88.4% |
| 3Y | +211.6% | +100.0% | +111.6% | +70.3% |
| All | +133.9% | +117.2% | +16.7% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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