+127.8%
MRVL vs RY
+125.1%
+2.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.1% | -2.0% |
| 7D | +23.1% | -0.5% | +23.7% | +24.0% |
| 30D | -38.8% | +4.7% | -43.6% | -42.0% |
| 3M | -24.2% | -4.5% | -19.7% | -20.3% |
| 6M | 0.0% | +12.5% | -12.5% | -14.2% |
| YTD | +93.8% | +21.1% | +72.7% | +52.0% |
| 1Y | +84.4% | +38.6% | +45.8% | +22.3% |
| 3Y | +203.6% | +160.2% | +43.4% | -11.1% |
| 5Y | +127.8% | +124.7% | +3.1% | -13.0% |
| All | +127.8% | +125.1% | +2.7% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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