+280.4%
MRVL vs PM
+122.3%
+158.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.9% |
| 7D | +7.1% | -1.3% | +8.4% | +7.1% |
| 30D | +3.1% | -2.6% | +5.6% | +3.0% |
| 3M | -21.9% | +5.8% | -27.7% | -22.2% |
| 6M | +151.8% | +10.6% | +141.3% | +148.8% |
| YTD | +165.6% | +17.2% | +148.5% | +161.1% |
| 1Y | +242.3% | +17.6% | +224.6% | +236.4% |
| 3Y | +308.2% | +124.3% | +183.9% | +219.8% |
| 5Y | +280.4% | +125.1% | +155.3% | +179.1% |
| All | +280.4% | +122.3% | +158.1% | +179.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling