+295.2%
MRVL vs ROIV
+298.6%
-3.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.6% | +7.7% | +9.0% |
| 7D | +5.6% | +9.5% | -3.8% | +3.7% |
| 30D | -36.5% | +21.0% | -57.5% | -39.2% |
| 3M | -20.5% | +18.7% | -39.2% | -23.9% |
| 6M | -1.1% | +44.5% | -45.7% | -9.4% |
| YTD | +99.0% | +92.9% | +6.1% | +70.2% |
| 1Y | +89.3% | +100.2% | -11.0% | +60.2% |
| 3Y | +211.6% | +375.0% | -163.4% | +120.0% |
| 5Y | +134.1% | +435.2% | -301.1% | +39.2% |
| All | +295.2% | +298.6% | -3.4% | +163.8% |
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