+285.6%
MRVL vs TROW
-39.3%
+324.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +5.1% |
| 7D | +5.6% | -3.2% | +8.8% | +8.7% |
| 30D | +8.8% | -4.6% | +13.4% | +13.6% |
| 3M | -15.9% | -0.7% | -15.2% | -17.0% |
| 6M | +161.3% | +22.2% | +139.0% | +113.1% |
| YTD | +178.2% | +6.6% | +171.6% | +155.2% |
| 1Y | +255.3% | +5.8% | +249.5% | +227.8% |
| 3Y | +323.1% | +11.6% | +311.5% | +265.2% |
| All | +285.6% | -39.3% | +324.9% | +419.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling