+1,837.5%
MRVL vs SCHW
+370.0%
+1,467.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.4% |
| 7D | +13.8% | -1.6% | +15.4% | +14.6% |
| 30D | +12.7% | -1.1% | +13.7% | +12.7% |
| 3M | -11.9% | +20.4% | -32.3% | -21.0% |
| 6M | +153.8% | +13.6% | +140.2% | +132.1% |
| YTD | +177.0% | +7.7% | +169.3% | +159.4% |
| 1Y | +252.3% | +15.2% | +237.2% | +219.0% |
| 3Y | +325.5% | +87.1% | +238.4% | +201.7% |
| 5Y | +290.9% | +57.5% | +233.4% | +192.8% |
| 10Y | +1,954.1% | +295.1% | +1,659.0% | +782.7% |
| All | +1,837.5% | +370.0% | +1,467.5% | +364.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling