+306.7%
MRVL vs SCHW
+86.8%
+220.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.2% | -3.7% |
| 7D | +8.7% | -2.8% | +11.4% | +9.9% |
| 30D | +6.9% | -0.1% | +7.0% | +6.3% |
| 3M | -10.1% | +20.6% | -30.7% | -19.5% |
| 6M | +143.4% | +15.9% | +127.5% | +120.4% |
| YTD | +167.5% | +8.5% | +159.0% | +151.7% |
| 1Y | +239.0% | +17.8% | +221.1% | +200.9% |
| All | +306.7% | +86.8% | +220.0% | +183.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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