+3,102.2%
MRVL vs PFG
+985.4%
+2,116.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.5% | -5.2% | -4.9% |
| 7D | +11.0% | +2.4% | +8.6% | +10.1% |
| 30D | -36.1% | +5.9% | -42.0% | -37.5% |
| 3M | -29.4% | -0.4% | -29.0% | -29.7% |
| 6M | -11.9% | +14.8% | -26.7% | -17.7% |
| YTD | +84.8% | +31.9% | +52.9% | +63.5% |
| 1Y | +79.4% | +38.8% | +40.6% | +55.8% |
| 3Y | +195.7% | +82.4% | +113.4% | +132.3% |
| 5Y | +117.2% | +94.7% | +22.5% | +68.8% |
| 10Y | +1,193.7% | +187.0% | +1,006.8% | +722.6% |
| All | +3,102.2% | +985.4% | +2,116.9% | +664.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling