+1,743.1%
MRVL vs BTI
+3,313.5%
-1,570.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.1% | +8.2% | +7.3% |
| 7D | +3.2% | -1.4% | +4.6% | +3.5% |
| 30D | +5.9% | -6.6% | +12.6% | +7.6% |
| 3M | -29.3% | -3.0% | -26.3% | -29.7% |
| 6M | +186.5% | -6.7% | +193.2% | +187.0% |
| YTD | +163.4% | +0.6% | +162.9% | +158.6% |
| 1Y | +249.5% | +5.6% | +243.9% | +237.9% |
| 3Y | +289.4% | +110.3% | +179.0% | +205.4% |
| 5Y | +270.2% | +114.3% | +156.0% | +187.4% |
| 10Y | +1,748.8% | +67.7% | +1,681.2% | +1,381.7% |
| All | +1,743.1% | +3,313.5% | -1,570.4% | +2,304.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling