+323.1%
MRVL vs SCHD
+54.6%
+268.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.6% |
| 7D | +5.6% | -2.0% | +7.6% | +7.7% |
| 30D | +8.8% | -0.4% | +9.2% | +8.9% |
| 3M | -15.9% | +5.7% | -21.6% | -22.2% |
| 6M | +161.3% | +11.9% | +149.4% | +126.6% |
| YTD | +178.2% | +26.4% | +151.8% | +106.3% |
| 1Y | +255.3% | +27.6% | +227.7% | +160.1% |
| 3Y | +323.1% | +54.9% | +268.2% | +129.6% |
| All | +323.1% | +54.6% | +268.5% | +129.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 3y: compounded portfolio wealth divided by compounded SCHD 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…
3y analysis · Full analysis span regression · 6 months rolling