+115.8%
MRVL vs PWR
+396.6%
-280.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +9.4% | +0.1% | +1.4% |
| 7D | -9.8% | -4.8% | -5.0% | -6.0% |
| 30D | -43.8% | -16.2% | -27.6% | -35.0% |
| 3M | -29.3% | -11.9% | -17.4% | -21.7% |
| 6M | -9.1% | -20.6% | +11.5% | +11.9% |
| YTD | +82.2% | +40.3% | +42.0% | +35.9% |
| 1Y | +70.3% | +33.0% | +37.3% | +32.5% |
| 3Y | +197.0% | +250.0% | -53.0% | +4.4% |
| 5Y | +115.8% | +404.2% | -288.4% | -47.9% |
| All | +115.8% | +396.6% | -280.9% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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