+195.7%
MRVL vs PTC
+29.1%
+166.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.5% | -4.7% |
| 7D | +11.0% | +0.5% | +10.5% | +10.9% |
| 30D | -36.1% | +1.2% | -37.3% | -36.2% |
| 3M | -29.4% | +27.4% | -56.8% | -32.4% |
| 6M | -11.9% | +39.2% | -51.1% | -17.6% |
| YTD | +84.8% | +12.5% | +72.3% | +94.9% |
| 1Y | +79.4% | +12.3% | +67.1% | +89.1% |
| 3Y | +195.7% | +28.8% | +166.9% | +121.4% |
| All | +195.7% | +29.1% | +166.6% | +121.4% |
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