+1,925.8%
MRVL vs PBR
+697.0%
+1,228.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.9% | +4.2% |
| 7D | +5.6% | +5.4% | +0.2% | +4.3% |
| 30D | +8.8% | +22.9% | -14.1% | +3.6% |
| 3M | -15.9% | +19.6% | -35.5% | -19.7% |
| 6M | +161.3% | +16.5% | +144.8% | +149.2% |
| YTD | +178.2% | +86.7% | +91.6% | +136.8% |
| 1Y | +255.3% | +74.7% | +180.6% | +206.2% |
| 3Y | +323.1% | +102.6% | +220.5% | +248.5% |
| 5Y | +293.2% | +566.6% | -273.4% | +134.8% |
| All | +1,925.8% | +697.0% | +1,228.8% | +947.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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