+1,847.4%
MRVL vs MDT
+40.9%
+1,806.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | +8.7% | -1.6% | +10.3% | +9.5% |
| 30D | +6.9% | +1.0% | +5.9% | +6.2% |
| 3M | -10.1% | +15.2% | -25.3% | -17.7% |
| 6M | +143.4% | +3.7% | +139.8% | +135.0% |
| YTD | +167.5% | -3.0% | +170.4% | +166.0% |
| 1Y | +239.0% | +2.5% | +236.5% | +225.4% |
| 3Y | +311.0% | +26.5% | +284.5% | +242.3% |
| 5Y | +278.0% | -18.3% | +296.3% | +302.4% |
| All | +1,847.4% | +40.9% | +1,806.5% | +1,420.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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