+321.2%
MRVL vs MTZ
+160.8%
+160.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.2% | +6.5% | +5.8% |
| 7D | +13.8% | +2.3% | +11.5% | +11.9% |
| 30D | +12.7% | -10.3% | +23.0% | +21.2% |
| 3M | -11.9% | -31.8% | +19.9% | +13.3% |
| 6M | +153.8% | -19.2% | +173.0% | +192.5% |
| YTD | +177.0% | +10.7% | +166.2% | +154.3% |
| 1Y | +252.3% | +37.5% | +214.8% | +176.2% |
| All | +321.2% | +160.8% | +160.4% | +151.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling