+1,743.1%
MRVL vs MDT
+220.8%
+1,522.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.1% | +5.9% | +6.6% |
| 7D | +3.2% | +3.2% | 0.0% | +1.9% |
| 30D | +5.9% | +9.5% | -3.6% | +1.8% |
| 3M | -29.3% | +16.0% | -45.3% | -34.8% |
| 6M | +186.5% | +0.2% | +186.3% | +180.8% |
| YTD | +163.4% | -0.3% | +163.7% | +158.1% |
| 1Y | +249.5% | +4.7% | +244.8% | +233.7% |
| 3Y | +289.4% | +26.5% | +262.8% | +236.4% |
| 5Y | +270.2% | -18.2% | +288.4% | +286.2% |
| 10Y | +1,748.8% | +40.0% | +1,708.8% | +1,406.6% |
| All | +1,743.1% | +220.8% | +1,522.3% | +954.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling