+1,954.1%
MRVL vs SM
+16.0%
+1,938.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.7% | +4.2% |
| 7D | +13.8% | -0.2% | +14.0% | +13.8% |
| 30D | +12.7% | +20.3% | -7.6% | +10.1% |
| 3M | -11.9% | +22.9% | -34.8% | -14.9% |
| 6M | +153.8% | +47.8% | +106.0% | +138.0% |
| YTD | +177.0% | +107.5% | +69.5% | +147.9% |
| 1Y | +252.3% | +51.7% | +200.6% | +227.7% |
| 3Y | +325.5% | -0.9% | +326.4% | +310.9% |
| 5Y | +290.9% | +112.2% | +178.6% | +248.0% |
| 10Y | +1,954.1% | +20.3% | +1,933.8% | +1,464.5% |
| All | +1,954.1% | +16.0% | +1,938.2% | +1,464.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling