+298.8%
MRVL vs PM
+120.4%
+178.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.0% | +9.0% | +6.5% |
| 7D | +3.2% | -4.9% | +8.1% | +1.7% |
| 30D | +5.9% | -3.4% | +9.3% | +5.0% |
| 3M | -29.3% | +5.2% | -34.5% | -28.1% |
| 6M | +186.5% | +3.7% | +182.8% | +189.7% |
| YTD | +163.4% | +15.8% | +147.7% | +171.9% |
| 1Y | +249.5% | +17.4% | +232.1% | +263.9% |
| All | +298.8% | +120.4% | +178.4% | +317.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling