+278.0%
MRVL vs XYZ
-68.7%
+346.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.2% |
| 7D | +8.7% | -5.2% | +13.8% | +11.2% |
| 30D | +6.9% | 0.0% | +6.9% | +6.5% |
| 3M | -10.1% | +18.7% | -28.8% | -17.7% |
| 6M | +143.4% | +20.5% | +122.9% | +120.4% |
| YTD | +167.5% | +21.5% | +146.0% | +137.2% |
| 1Y | +239.0% | +7.2% | +231.7% | +215.5% |
| 3Y | +311.0% | +49.0% | +262.0% | +207.8% |
| 5Y | +278.0% | -68.1% | +346.1% | +361.1% |
| All | +278.0% | -68.7% | +346.7% | +361.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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