+1,925.8%
MRVL vs BTI
+73.8%
+1,852.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.9% |
| 7D | +5.6% | -0.2% | +5.8% | +5.6% |
| 30D | +8.8% | -1.1% | +9.8% | +8.9% |
| 3M | -15.9% | -8.8% | -7.1% | -14.8% |
| 6M | +161.3% | -4.0% | +165.2% | +159.0% |
| YTD | +178.2% | +0.4% | +177.9% | +171.6% |
| 1Y | +255.3% | +1.9% | +253.4% | +244.5% |
| 3Y | +323.1% | +108.5% | +214.6% | +208.9% |
| 5Y | +293.2% | +118.5% | +174.7% | +178.7% |
| All | +1,925.8% | +73.8% | +1,852.0% | +1,327.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling