+1,847.4%
MRVL vs PSX
+384.6%
+1,462.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.6% | -3.2% |
| 7D | +8.7% | +1.5% | +7.2% | +8.2% |
| 30D | +6.9% | +15.8% | -8.9% | +2.0% |
| 3M | -10.1% | +43.0% | -53.1% | -20.3% |
| 6M | +143.4% | +61.1% | +82.4% | +106.0% |
| YTD | +167.5% | +104.5% | +62.9% | +107.6% |
| 1Y | +239.0% | +102.5% | +136.4% | +163.4% |
| 3Y | +311.0% | +133.5% | +177.5% | +198.4% |
| 5Y | +278.0% | +367.0% | -89.0% | +116.0% |
| All | +1,847.4% | +384.6% | +1,462.7% | +971.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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