+1,204.0%
MRVL vs SIMO
+436.4%
+767.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +5.7% | +3.8% | +6.6% |
| 7D | -9.8% | -8.2% | -1.6% | -5.4% |
| 30D | -43.8% | -34.6% | -9.2% | -30.5% |
| 3M | -29.3% | -32.6% | +3.3% | -15.4% |
| 6M | -9.1% | -31.8% | +22.7% | +9.6% |
| YTD | +82.2% | +87.6% | -5.4% | +22.2% |
| 1Y | +70.3% | +86.7% | -16.3% | +14.7% |
| 3Y | +197.0% | +227.4% | -30.4% | +49.0% |
| 5Y | +115.8% | +173.0% | -57.2% | +12.7% |
| 10Y | +1,204.0% | +409.6% | +794.4% | +367.8% |
| All | +1,204.0% | +436.4% | +767.7% | +367.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 10y: compounded portfolio wealth divided by compounded SIMO 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…
10y analysis · Full analysis span regression · 6 months rolling