+323.1%
MRVL vs NTR
+36.8%
+286.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.1% |
| 7D | +5.6% | -1.3% | +6.9% | +5.9% |
| 30D | +8.8% | +16.8% | -8.0% | +5.3% |
| 3M | -15.9% | +20.7% | -36.6% | -19.6% |
| 6M | +161.3% | +0.5% | +160.7% | +159.9% |
| YTD | +178.2% | +29.2% | +149.1% | +155.1% |
| 1Y | +255.3% | +39.6% | +215.7% | +216.4% |
| 3Y | +323.1% | +37.9% | +285.2% | +267.6% |
| All | +323.1% | +36.8% | +286.4% | +267.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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