+1,173.1%
MRVL vs PSX
+368.0%
+805.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.8% | -5.4% | -4.9% |
| 7D | +11.0% | +7.8% | +3.2% | +8.6% |
| 30D | -36.1% | -10.9% | -25.2% | -33.7% |
| 3M | -29.4% | +14.5% | -43.9% | -32.5% |
| 6M | -11.9% | +56.1% | -68.0% | -24.1% |
| YTD | +84.8% | +109.6% | -24.8% | +42.1% |
| 1Y | +79.4% | +95.5% | -16.1% | +41.2% |
| 3Y | +195.7% | +156.2% | +39.6% | +108.4% |
| 5Y | +117.2% | +310.0% | -192.8% | +29.5% |
| All | +1,173.1% | +368.0% | +805.1% | +613.5% |
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