+290.9%
MRVL vs RGEN
-44.3%
+335.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.1% | +6.3% | +5.1% |
| 7D | +13.8% | -4.6% | +18.4% | +15.8% |
| 30D | +12.7% | +1.2% | +11.5% | +12.3% |
| 3M | -11.9% | +26.8% | -38.8% | -20.9% |
| 6M | +153.8% | +29.1% | +124.8% | +123.5% |
| YTD | +177.0% | +0.7% | +176.2% | +169.3% |
| 1Y | +252.3% | +39.1% | +213.3% | +196.2% |
| 3Y | +325.5% | +2.2% | +323.3% | +280.1% |
| 5Y | +290.9% | -44.0% | +334.9% | +286.4% |
| All | +290.9% | -44.3% | +335.2% | +286.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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