+1,743.1%
MRVL vs PTC
+418.7%
+1,324.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -6.0% | +13.1% | +9.5% |
| 7D | +3.2% | -10.3% | +13.5% | +7.6% |
| 30D | +5.9% | +1.1% | +4.8% | +4.8% |
| 3M | -29.3% | +1.6% | -30.9% | -31.9% |
| 6M | +186.5% | -13.5% | +200.0% | +191.4% |
| YTD | +163.4% | -19.1% | +182.5% | +174.7% |
| 1Y | +249.5% | -33.9% | +283.4% | +295.8% |
| 3Y | +289.4% | -3.9% | +293.3% | +277.1% |
| 5Y | +270.2% | +6.0% | +264.2% | +250.2% |
| 10Y | +1,748.8% | +223.7% | +1,525.1% | +993.0% |
| All | +1,743.1% | +418.7% | +1,324.4% | +564.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling