+249.5%
MRVL vs SCHG
+16.6%
+232.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.9% | +7.9% | +8.7% |
| 7D | +3.2% | -0.7% | +3.9% | +4.4% |
| 30D | +5.9% | +0.2% | +5.7% | +5.1% |
| 3M | -29.3% | +2.2% | -31.6% | -31.6% |
| 6M | +186.5% | +15.0% | +171.5% | +124.3% |
| YTD | +163.4% | +9.2% | +154.3% | +126.6% |
| 1Y | +249.5% | +15.7% | +233.8% | +211.5% |
| All | +249.5% | +16.6% | +232.9% | +211.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling