+1,758.4%
MRVL vs TROW
+979.4%
+779.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | +7.1% | +0.4% | +6.7% | +6.8% |
| 30D | +3.1% | -4.0% | +7.1% | +5.9% |
| 3M | -21.9% | +5.0% | -27.0% | -25.1% |
| 6M | +151.8% | +24.3% | +127.5% | +117.2% |
| YTD | +165.6% | +9.8% | +155.9% | +147.0% |
| 1Y | +242.3% | +6.4% | +235.8% | +224.8% |
| 3Y | +308.2% | +15.8% | +292.4% | +270.6% |
| 5Y | +280.4% | -37.3% | +317.7% | +416.5% |
| 10Y | +1,832.5% | +130.6% | +1,701.9% | +1,024.9% |
| All | +1,758.4% | +979.4% | +779.0% | +110.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling