+306.7%
MRVL vs TROW
+12.7%
+294.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | +8.7% | -3.0% | +11.7% | +11.4% |
| 30D | +6.9% | -5.5% | +12.4% | +12.0% |
| 3M | -10.1% | +2.3% | -12.4% | -13.6% |
| 6M | +143.4% | +23.9% | +119.5% | +98.1% |
| YTD | +167.5% | +7.9% | +159.6% | +143.6% |
| 1Y | +239.0% | +6.1% | +232.8% | +213.2% |
| All | +306.7% | +12.7% | +294.1% | +242.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 3y: compounded portfolio wealth divided by compounded TROW 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…
3y analysis · Full analysis span regression · 6 months rolling