+306.7%
MRVL vs PBR
+101.4%
+205.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.2% | -5.6% | -3.9% |
| 7D | +8.7% | +4.2% | +4.4% | +7.6% |
| 30D | +6.9% | +22.7% | -15.8% | +1.7% |
| 3M | -10.1% | +21.5% | -31.6% | -14.6% |
| 6M | +143.4% | +24.0% | +119.4% | +125.5% |
| YTD | +167.5% | +88.2% | +79.2% | +115.7% |
| 1Y | +239.0% | +74.8% | +164.1% | +178.8% |
| All | +306.7% | +101.4% | +205.3% | +212.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling