+2,230.4%
MRVL vs PM
+752.6%
+1,477.8%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.0% | +9.0% | +7.8% |
| 7D | +3.2% | -4.9% | +8.1% | +5.1% |
| 30D | +5.9% | -3.4% | +9.3% | +7.2% |
| 3M | -29.3% | +5.2% | -34.5% | -32.1% |
| 6M | +186.5% | +3.7% | +182.8% | +174.7% |
| YTD | +163.4% | +15.8% | +147.7% | +140.6% |
| 1Y | +249.5% | +17.4% | +232.1% | +214.0% |
| 3Y | +289.4% | +116.9% | +172.4% | +149.7% |
| 5Y | +270.2% | +117.3% | +152.9% | +133.5% |
| 10Y | +1,748.8% | +193.8% | +1,555.1% | +840.9% |
| All | +2,230.4% | +752.6% | +1,477.8% | +462.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling