+278.0%
MRVL vs DLTR
+29.9%
+248.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.7% | -3.5% |
| 7D | +8.7% | -9.4% | +18.1% | +10.9% |
| 30D | +6.9% | -7.3% | +14.2% | +8.3% |
| 3M | -10.1% | +7.6% | -17.7% | -12.7% |
| 6M | +143.4% | +1.6% | +141.9% | +138.0% |
| YTD | +167.5% | -3.5% | +171.0% | +163.9% |
| 1Y | +239.0% | +20.0% | +218.9% | +213.4% |
| 3Y | +311.0% | +2.3% | +308.7% | +291.6% |
| 5Y | +278.0% | +31.5% | +246.4% | +295.9% |
| All | +278.0% | +29.9% | +248.1% | +295.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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