+404.8%
MRVL vs PATH
-79.3%
+484.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.1% | +7.4% | +5.2% |
| 7D | +13.8% | -24.6% | +38.4% | +22.5% |
| 30D | +12.7% | -13.0% | +25.6% | +15.6% |
| 3M | -11.9% | +26.2% | -38.2% | -20.7% |
| 6M | +153.8% | +13.4% | +140.5% | +130.2% |
| YTD | +177.0% | -17.2% | +194.2% | +177.0% |
| 1Y | +252.3% | +14.0% | +238.3% | +199.1% |
| 3Y | +325.5% | -26.6% | +352.1% | +286.2% |
| 5Y | +290.9% | -75.1% | +365.9% | +328.2% |
| All | +404.8% | -79.3% | +484.1% | +469.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 all: compounded portfolio wealth divided by compounded PATH 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…
all analysis · Full analysis span regression · 6 months rolling