+1,954.1%
MRVL vs PM
+202.2%
+1,751.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.7% | +4.1% |
| 7D | +13.8% | -1.2% | +15.0% | +14.1% |
| 30D | +12.7% | -0.2% | +12.8% | +12.6% |
| 3M | -11.9% | +4.9% | -16.8% | -13.9% |
| 6M | +153.8% | +9.0% | +144.8% | +143.6% |
| YTD | +177.0% | +17.8% | +159.2% | +159.4% |
| 1Y | +252.3% | +16.8% | +235.5% | +228.9% |
| 3Y | +325.5% | +125.4% | +200.1% | +197.8% |
| 5Y | +290.9% | +128.7% | +162.2% | +168.2% |
| 10Y | +1,954.1% | +211.8% | +1,742.3% | +1,153.1% |
| All | +1,954.1% | +202.2% | +1,751.9% | +1,153.1% |
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