+289.8%
MRVL vs ROIV
+200.3%
+89.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.5% | +5.5% | +6.5% |
| 7D | +3.2% | +0.6% | +2.6% | +3.0% |
| 30D | +5.9% | +1.0% | +5.0% | +5.7% |
| 3M | -29.3% | +18.3% | -47.6% | -32.7% |
| 6M | +186.5% | +18.3% | +168.2% | +170.3% |
| YTD | +163.4% | +61.0% | +102.5% | +122.4% |
| 1Y | +249.5% | +177.9% | +71.6% | +140.3% |
| All | +289.8% | +200.3% | +89.4% | +146.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling