+278.0%
MRVL vs MO
+99.2%
+178.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.8% | -3.1% |
| 7D | +8.7% | -1.0% | +9.7% | +8.4% |
| 30D | +6.9% | +5.8% | +1.1% | +8.7% |
| 3M | -10.1% | -4.5% | -5.6% | -10.4% |
| 6M | +143.4% | +5.7% | +137.7% | +145.6% |
| YTD | +167.5% | +23.1% | +144.4% | +174.8% |
| 1Y | +239.0% | +10.9% | +228.1% | +245.6% |
| 3Y | +311.0% | +96.1% | +214.8% | +293.8% |
| 5Y | +278.0% | +100.1% | +177.9% | +256.5% |
| All | +278.0% | +99.2% | +178.8% | +256.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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