+271.9%
MRVL vs RY
+140.8%
+131.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.7% | +7.7% | +7.9% |
| 7D | +3.2% | +3.1% | +0.1% | -0.7% |
| 30D | +5.9% | -0.3% | +6.3% | +5.9% |
| 3M | -29.3% | +8.7% | -38.0% | -36.7% |
| 6M | +186.5% | +28.5% | +157.9% | +110.3% |
| YTD | +163.4% | +25.1% | +138.3% | +99.4% |
| 1Y | +249.5% | +46.3% | +203.2% | +117.8% |
| 3Y | +289.4% | +154.9% | +134.4% | +19.5% |
| All | +271.9% | +140.8% | +131.1% | +27.8% |
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