+1,925.8%
MRVL vs MTB
+173.8%
+1,752.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.9% |
| 7D | +5.6% | 0.0% | +5.6% | +5.6% |
| 30D | +8.8% | -4.8% | +13.6% | +10.6% |
| 3M | -15.9% | +6.0% | -21.8% | -18.5% |
| 6M | +161.3% | +19.6% | +141.6% | +142.0% |
| YTD | +178.2% | +21.5% | +156.8% | +155.1% |
| 1Y | +255.3% | +24.7% | +230.6% | +221.9% |
| 3Y | +323.1% | +108.6% | +214.5% | +216.7% |
| 5Y | +293.2% | +106.7% | +186.5% | +197.3% |
| All | +1,925.8% | +173.8% | +1,752.0% | +1,298.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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