+79.4%
MRVL vs ROIV
+87.6%
-8.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.5% | -4.3% |
| 7D | +11.0% | +1.7% | +9.3% | +10.6% |
| 30D | -36.1% | +17.6% | -53.7% | -38.9% |
| 3M | -29.4% | +9.0% | -38.4% | -31.4% |
| 6M | -11.9% | +35.3% | -47.2% | -18.7% |
| YTD | +84.8% | +82.2% | +2.6% | +57.1% |
| 1Y | +79.4% | +92.3% | -12.9% | +54.9% |
| All | +79.4% | +87.6% | -8.2% | +54.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling