+321.2%
MRVL vs MDT
+26.2%
+294.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.2% |
| 7D | +13.8% | -0.3% | +14.1% | +13.8% |
| 30D | +12.7% | +2.8% | +9.9% | +12.7% |
| 3M | -11.9% | +13.1% | -25.0% | -12.2% |
| 6M | +153.8% | +2.3% | +151.5% | +158.8% |
| YTD | +177.0% | -2.7% | +179.6% | +185.0% |
| 1Y | +252.3% | +0.9% | +251.5% | +258.3% |
| All | +321.2% | +26.2% | +294.9% | +335.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling