+271.9%
MRVL vs PTC
+6.0%
+265.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -6.0% | +13.1% | +10.5% |
| 7D | +3.2% | -10.3% | +13.5% | +9.4% |
| 30D | +5.9% | +1.1% | +4.8% | +4.2% |
| 3M | -29.3% | +1.6% | -30.9% | -32.6% |
| 6M | +186.5% | -13.5% | +200.0% | +201.9% |
| YTD | +163.4% | -19.1% | +182.5% | +190.7% |
| 1Y | +249.5% | -33.9% | +283.4% | +353.6% |
| 3Y | +289.4% | -3.9% | +293.3% | +241.7% |
| All | +271.9% | +6.0% | +265.9% | +174.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling