+290.9%
MRVL vs PSX
+370.3%
-79.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.6% | +4.1% |
| 7D | +13.8% | +1.8% | +12.0% | +13.2% |
| 30D | +12.7% | +21.6% | -9.0% | +6.1% |
| 3M | -11.9% | +46.5% | -58.4% | -22.2% |
| 6M | +153.8% | +62.0% | +91.8% | +114.6% |
| YTD | +177.0% | +106.3% | +70.6% | +112.4% |
| 1Y | +252.3% | +103.0% | +149.4% | +171.2% |
| 3Y | +325.5% | +135.5% | +190.0% | +199.1% |
| 5Y | +290.9% | +368.5% | -77.6% | +133.5% |
| All | +290.9% | +370.3% | -79.5% | +133.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling