+96.9%
MRVL vs ROIV
+378.2%
-281.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.2% | -0.4% | +4.1% |
| 7D | -28.1% | +5.3% | -33.4% | -29.0% |
| 30D | -50.4% | +11.9% | -62.3% | -51.8% |
| 3M | -32.9% | +10.7% | -43.6% | -35.0% |
| 6M | -17.9% | +34.9% | -52.8% | -24.3% |
| YTD | +66.4% | +79.2% | -12.7% | +42.4% |
| 1Y | +51.5% | +89.0% | -37.5% | +27.6% |
| 3Y | +177.9% | +337.3% | -159.5% | +91.5% |
| All | +96.9% | +378.2% | -281.3% | +10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling