+134.1%
MRVL vs RTX
+148.8%
-14.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.5% | +8.8% | +9.1% |
| 7D | +5.6% | +1.4% | +4.2% | +5.3% |
| 30D | -36.5% | +7.8% | -44.3% | -38.7% |
| 3M | -20.5% | -9.8% | -10.7% | -17.1% |
| 6M | -1.1% | +13.5% | -14.7% | -9.6% |
| YTD | +99.0% | +10.9% | +88.0% | +83.9% |
| 1Y | +89.3% | +14.0% | +75.3% | +72.1% |
| 3Y | +211.6% | +159.9% | +51.7% | +71.6% |
| 5Y | +134.1% | +151.7% | -17.6% | +31.4% |
| All | +134.1% | +148.8% | -14.7% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling