+1,173.1%
MRVL vs PM
+264.7%
+908.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.2% | -5.8% | -4.9% |
| 7D | +11.0% | +0.5% | +10.5% | +10.9% |
| 30D | -36.1% | -3.2% | -32.9% | -35.7% |
| 3M | -29.4% | +6.2% | -35.7% | -30.6% |
| 6M | -11.9% | +7.7% | -19.5% | -14.6% |
| YTD | +84.8% | +27.3% | +57.5% | +69.7% |
| 1Y | +79.4% | +32.8% | +46.6% | +62.2% |
| 3Y | +195.7% | +150.0% | +45.7% | +100.3% |
| 5Y | +117.2% | +164.2% | -47.1% | +41.9% |
| All | +1,173.1% | +264.7% | +908.5% | +673.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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