+278.0%
MRVL vs BTG
+75.0%
+203.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -2.6% |
| 7D | +8.7% | -5.5% | +14.1% | +10.5% |
| 30D | +6.9% | +6.1% | +0.8% | +5.0% |
| 3M | -10.1% | +38.6% | -48.8% | -19.0% |
| 6M | +143.4% | +0.7% | +142.8% | +139.0% |
| YTD | +167.5% | +20.3% | +147.1% | +148.8% |
| 1Y | +239.0% | +25.0% | +213.9% | +208.1% |
| 3Y | +311.0% | +97.3% | +213.7% | +212.5% |
| 5Y | +278.0% | +78.3% | +199.7% | +195.9% |
| All | +278.0% | +75.0% | +203.0% | +195.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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