+271.9%
MRVL vs SIMO
+269.6%
+2.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +8.7% | -1.7% | +2.6% |
| 7D | +3.2% | +4.2% | -1.0% | +0.9% |
| 30D | +5.9% | +4.1% | +1.9% | +2.3% |
| 3M | -29.3% | -12.9% | -16.5% | -24.8% |
| 6M | +186.5% | +110.3% | +76.1% | +88.4% |
| YTD | +163.4% | +178.6% | -15.1% | +41.2% |
| 1Y | +249.5% | +220.0% | +29.5% | +70.6% |
| 3Y | +289.4% | +409.0% | -119.7% | +44.9% |
| All | +271.9% | +269.6% | +2.3% | +61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling