+304.8%
MRVL vs PFG
+73.7%
+231.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.5% | +8.6% | +7.9% |
| 7D | +3.2% | +5.5% | -2.3% | -0.1% |
| 30D | +5.9% | +2.4% | +3.6% | +4.2% |
| 3M | -29.3% | +13.6% | -42.9% | -36.2% |
| 6M | +186.5% | +27.9% | +158.6% | +137.1% |
| YTD | +163.4% | +35.6% | +127.9% | +107.6% |
| 1Y | +249.5% | +48.5% | +201.0% | +156.1% |
| All | +304.8% | +73.7% | +231.1% | +156.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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