+1,235.6%
MRVL vs RTX
+261.8%
+973.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -1.9% |
| 7D | +23.1% | +3.4% | +19.8% | +21.5% |
| 30D | -38.8% | +8.4% | -47.2% | -41.1% |
| 3M | -24.2% | -10.7% | -13.6% | -20.9% |
| 6M | 0.0% | +11.7% | -11.7% | -7.0% |
| YTD | +93.8% | +9.3% | +84.5% | +81.8% |
| 1Y | +84.4% | +13.3% | +71.1% | +69.9% |
| 3Y | +203.6% | +156.1% | +47.5% | +87.3% |
| 5Y | +127.8% | +148.5% | -20.7% | +42.2% |
| All | +1,235.6% | +261.8% | +973.8% | +596.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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