+1,804.5%
MRVL vs PRU
+145.9%
+1,658.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.0% | +8.0% | +7.5% |
| 7D | +3.2% | +1.9% | +1.3% | +2.2% |
| 30D | +5.9% | +2.7% | +3.2% | +4.2% |
| 3M | -29.3% | +19.5% | -48.8% | -36.4% |
| 6M | +186.5% | +26.6% | +159.8% | +149.9% |
| YTD | +163.4% | +12.3% | +151.1% | +144.0% |
| 1Y | +249.5% | +18.0% | +231.4% | +214.4% |
| 3Y | +289.4% | +47.0% | +242.3% | +213.5% |
| 5Y | +270.2% | +48.4% | +221.8% | +200.8% |
| All | +1,804.5% | +145.9% | +1,658.5% | +1,177.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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