+1,925.8%
MRVL vs MKSI
+524.1%
+1,401.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.1% | +1.9% | +2.6% |
| 7D | +5.6% | +2.7% | +2.9% | +3.7% |
| 30D | +8.8% | -12.8% | +21.6% | +19.6% |
| 3M | -15.9% | -22.5% | +6.6% | +1.3% |
| 6M | +161.3% | +19.4% | +141.9% | +137.5% |
| YTD | +178.2% | +67.7% | +110.5% | +94.3% |
| 1Y | +255.3% | +131.4% | +123.9% | +94.1% |
| 3Y | +323.1% | +197.3% | +125.8% | +87.3% |
| 5Y | +293.2% | +87.0% | +206.2% | +139.8% |
| All | +1,925.8% | +524.1% | +1,401.7% | +524.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling