+79.4%
MRVL vs MTB
+21.0%
+58.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.6% | -5.3% | -4.8% |
| 7D | +11.0% | +1.5% | +9.5% | +10.8% |
| 30D | -36.1% | +2.3% | -38.4% | -36.2% |
| 3M | -29.4% | -12.1% | -17.3% | -27.9% |
| 6M | -11.9% | +9.8% | -21.7% | -19.8% |
| YTD | +84.8% | +12.0% | +72.8% | +59.5% |
| 1Y | +79.4% | +22.0% | +57.4% | +42.9% |
| All | +79.4% | +21.0% | +58.4% | +42.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling