+261.9%
MRVL vs ROIV
+287.3%
-25.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +4.6% | +4.9% | +8.4% |
| 7D | -9.8% | +13.3% | -23.1% | -12.3% |
| 30D | -43.8% | +14.8% | -58.6% | -45.5% |
| 3M | -29.3% | +11.9% | -41.2% | -31.4% |
| 6M | -9.1% | +42.4% | -51.5% | -16.4% |
| YTD | +82.2% | +87.4% | -5.2% | +56.9% |
| 1Y | +70.3% | +97.2% | -26.9% | +44.7% |
| 3Y | +197.0% | +375.7% | -178.7% | +110.0% |
| 5Y | +115.8% | +379.0% | -263.3% | +28.9% |
| All | +261.9% | +287.3% | -25.4% | +143.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling