+278.0%
MRVL vs OTIS
-19.0%
+296.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.4% | -2.0% |
| 7D | +8.7% | -5.0% | +13.7% | +12.5% |
| 30D | +6.9% | -6.5% | +13.4% | +11.7% |
| 3M | -10.1% | -2.0% | -8.2% | -10.5% |
| 6M | +143.4% | -20.2% | +163.6% | +182.0% |
| YTD | +167.5% | -21.0% | +188.4% | +208.6% |
| 1Y | +239.0% | -20.9% | +259.8% | +288.8% |
| 3Y | +311.0% | -13.3% | +324.3% | +281.6% |
| 5Y | +278.0% | -18.5% | +296.5% | +247.9% |
| All | +278.0% | -19.0% | +296.9% | +247.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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