+1,173.1%
MRVL vs MTB
+115.1%
+1,058.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.6% | -5.3% | -4.9% |
| 7D | +11.0% | +1.5% | +9.5% | +10.4% |
| 30D | -36.1% | +2.3% | -38.4% | -36.7% |
| 3M | -29.4% | -12.1% | -17.3% | -26.1% |
| 6M | -11.9% | +9.8% | -21.7% | -15.9% |
| YTD | +84.8% | +12.0% | +72.8% | +74.4% |
| 1Y | +79.4% | +22.0% | +57.4% | +63.6% |
| 3Y | +195.7% | +107.6% | +88.1% | +122.2% |
| 5Y | +117.2% | +61.9% | +55.3% | +77.4% |
| All | +1,173.1% | +115.1% | +1,058.0% | +858.4% |
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