+1,519.2%
MRVL vs SHAK
+43.4%
+1,475.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.6% |
| 7D | +7.1% | -0.3% | +7.5% | +7.2% |
| 30D | +3.1% | -5.2% | +8.3% | +4.6% |
| 3M | -21.9% | +27.3% | -49.2% | -27.6% |
| 6M | +151.8% | -27.9% | +179.7% | +167.1% |
| YTD | +165.6% | -17.0% | +182.6% | +168.6% |
| 1Y | +242.3% | -30.9% | +273.2% | +262.2% |
| 3Y | +308.2% | +3.4% | +304.8% | +276.2% |
| 5Y | +280.4% | -20.5% | +300.9% | +258.6% |
| 10Y | +1,832.5% | +88.3% | +1,744.3% | +1,364.1% |
| All | +1,519.2% | +43.4% | +1,475.8% | +1,087.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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