+285.6%
MRVL vs PSLV
+154.2%
+131.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +3.9% |
| 7D | +5.6% | -3.5% | +9.1% | +7.0% |
| 30D | +8.8% | -2.1% | +10.9% | +9.9% |
| 3M | -15.9% | -1.6% | -14.2% | -15.3% |
| 6M | +161.3% | -25.5% | +186.8% | +185.7% |
| YTD | +178.2% | -11.4% | +189.7% | +170.7% |
| 1Y | +255.3% | +48.6% | +206.7% | +174.9% |
| 3Y | +323.1% | +166.9% | +156.2% | +151.0% |
| All | +285.6% | +154.2% | +131.3% | +118.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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