+290.9%
MRVL vs BTI
+113.9%
+176.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.5% | +5.7% | +4.3% |
| 7D | +13.8% | -2.4% | +16.2% | +13.8% |
| 30D | +12.7% | -4.8% | +17.4% | +12.7% |
| 3M | -11.9% | -8.1% | -3.8% | -12.2% |
| 6M | +153.8% | -4.2% | +158.0% | +150.7% |
| YTD | +177.0% | -1.3% | +178.2% | +172.2% |
| 1Y | +252.3% | +2.1% | +250.2% | +244.8% |
| 3Y | +325.5% | +108.9% | +216.6% | +235.3% |
| 5Y | +290.9% | +114.5% | +176.4% | +208.3% |
| All | +290.9% | +113.9% | +176.9% | +208.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling