+298.8%
MRVL vs PTC
-2.9%
+301.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -6.0% | +13.1% | +8.7% |
| 7D | +3.2% | -10.3% | +13.5% | +6.2% |
| 30D | +5.9% | +1.1% | +4.8% | +5.1% |
| 3M | -29.3% | +1.6% | -30.9% | -29.9% |
| 6M | +186.5% | -13.5% | +200.0% | +208.7% |
| YTD | +163.4% | -19.1% | +182.5% | +195.5% |
| 1Y | +249.5% | -33.9% | +283.4% | +351.8% |
| All | +298.8% | -2.9% | +301.6% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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