+230.6%
MRVL vs ROIV
+270.3%
-39.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.2% | -0.4% | +4.3% |
| 7D | -28.1% | +5.3% | -33.4% | -28.9% |
| 30D | -50.4% | +11.9% | -62.3% | -51.6% |
| 3M | -32.9% | +10.7% | -43.6% | -34.8% |
| 6M | -17.9% | +34.9% | -52.8% | -23.6% |
| YTD | +66.4% | +79.2% | -12.7% | +44.8% |
| 1Y | +51.5% | +89.0% | -37.5% | +29.9% |
| 3Y | +177.9% | +337.3% | -159.5% | +99.6% |
| 5Y | +100.0% | +402.3% | -302.3% | +21.1% |
| All | +230.6% | +270.3% | -39.7% | +124.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling