+1,411.1%
MRVL vs BTG
+392.0%
+1,019.1%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.4% | +8.5% | +7.2% |
| 7D | +3.2% | -0.9% | +4.1% | +3.2% |
| 30D | +5.9% | +36.8% | -30.9% | +2.2% |
| 3M | -29.3% | +23.1% | -52.4% | -31.0% |
| 6M | +186.5% | +3.5% | +183.0% | +184.3% |
| YTD | +163.4% | +25.5% | +138.0% | +155.8% |
| 1Y | +249.5% | +40.1% | +209.4% | +234.8% |
| 3Y | +289.4% | +101.1% | +188.2% | +256.1% |
| 5Y | +270.2% | +70.6% | +199.7% | +241.1% |
| 10Y | +1,748.8% | +152.1% | +1,596.7% | +1,515.8% |
| All | +1,411.1% | +392.0% | +1,019.1% | +1,077.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling