+1,888.1%
MRVL vs SCHD
+558.6%
+1,329.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +2.0% | +2.2% |
| 7D | +7.1% | -1.1% | +8.3% | +8.6% |
| 30D | +3.1% | +1.5% | +1.6% | +0.8% |
| 3M | -21.9% | +7.4% | -29.4% | -30.2% |
| 6M | +151.8% | +12.4% | +139.5% | +113.8% |
| YTD | +165.6% | +27.5% | +138.1% | +90.7% |
| 1Y | +242.3% | +30.0% | +212.3% | +139.0% |
| 3Y | +308.2% | +56.5% | +251.7% | +124.5% |
| 5Y | +280.4% | +60.7% | +219.7% | +116.0% |
| 10Y | +1,832.5% | +237.8% | +1,594.8% | +344.3% |
| All | +1,888.1% | +558.6% | +1,329.5% | +74.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling