+249.5%
MRVL vs SM
+36.8%
+212.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -3.1% | +10.1% | +7.1% |
| 7D | +3.2% | -0.5% | +3.7% | +3.2% |
| 30D | +5.9% | +25.6% | -19.6% | +6.1% |
| 3M | -29.3% | +8.0% | -37.4% | -27.6% |
| 6M | +186.5% | +50.8% | +135.7% | +172.7% |
| YTD | +163.4% | +97.9% | +65.6% | +133.2% |
| 1Y | +249.5% | +33.8% | +215.7% | +249.9% |
| All | +249.5% | +36.8% | +212.7% | +249.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling