+124.8%
AAPL vs MRVL
+273.4%
-148.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRVL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.4% | +7.0% | +4.1% |
| 7D | -0.5% | +8.7% | -9.2% | -2.0% |
| 30D | +7.1% | +6.9% | +0.2% | +5.2% |
| 3M | +12.1% | -10.1% | +22.2% | +11.5% |
| 6M | +25.4% | +143.4% | -118.0% | -1.6% |
| YTD | +20.5% | +167.5% | -147.0% | -8.0% |
| 1Y | +44.5% | +239.0% | -194.4% | +3.5% |
| 3Y | +85.8% | +311.0% | -225.2% | +11.6% |
| 5Y | +124.8% | +278.0% | -153.2% | +28.6% |
| All | +124.8% | +273.4% | -148.7% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRVL.
Daily Out/Under-Performance
Portfolio return minus MRVL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRVL 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 MRVL 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