+278.0%
MRVL vs MTB
+101.1%
+176.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.9% | -3.7% |
| 7D | +8.7% | -0.4% | +9.1% | +8.9% |
| 30D | +6.9% | -4.6% | +11.5% | +9.3% |
| 3M | -10.1% | +7.4% | -17.6% | -14.8% |
| 6M | +143.4% | +18.7% | +124.8% | +118.9% |
| YTD | +167.5% | +21.1% | +146.4% | +136.0% |
| 1Y | +239.0% | +24.1% | +214.9% | +194.1% |
| 3Y | +311.0% | +115.3% | +195.6% | +162.1% |
| 5Y | +278.0% | +106.0% | +172.0% | +183.3% |
| All | +278.0% | +101.1% | +176.9% | +183.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling