+134.1%
MRVL vs MDT
-2.6%
+136.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | +5.6% | -3.2% | +8.8% | +6.2% |
| 30D | -36.5% | +10.5% | -47.0% | -38.2% |
| 3M | -20.5% | +13.0% | -33.4% | -23.4% |
| 6M | -1.1% | +38.7% | -39.8% | -13.3% |
| YTD | +99.0% | +8.5% | +90.5% | +94.6% |
| 1Y | +89.3% | +10.0% | +79.2% | +83.4% |
| 3Y | +211.6% | +58.6% | +153.0% | +137.1% |
| 5Y | +134.1% | -0.3% | +134.3% | +144.0% |
| All | +134.1% | -2.6% | +136.6% | +144.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling