+1,925.8%
MRVL vs MTZ
+773.6%
+1,152.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.5% | +0.5% | +2.3% |
| 7D | +5.6% | +1.4% | +4.3% | +4.9% |
| 30D | +8.8% | -14.5% | +23.2% | +17.3% |
| 3M | -15.9% | -32.9% | +17.1% | +1.4% |
| 6M | +161.3% | -20.8% | +182.1% | +194.2% |
| YTD | +178.2% | +10.6% | +167.6% | +167.1% |
| 1Y | +255.3% | +27.1% | +228.2% | +220.2% |
| 3Y | +323.1% | +166.1% | +157.0% | +183.9% |
| 5Y | +293.2% | +170.7% | +122.5% | +157.2% |
| All | +1,925.8% | +773.6% | +1,152.2% | +781.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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