+249.5%
MRVL vs SMH
+99.4%
+150.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.6% | +4.4% | +3.4% |
| 7D | +3.2% | +2.5% | +0.7% | -0.3% |
| 30D | +5.9% | -0.5% | +6.4% | +7.1% |
| 3M | -29.3% | -9.6% | -19.7% | -15.2% |
| 6M | +186.5% | +42.1% | +144.4% | +119.5% |
| YTD | +163.4% | +57.4% | +106.0% | +77.7% |
| 1Y | +249.5% | +96.2% | +153.3% | +115.8% |
| All | +249.5% | +99.4% | +150.1% | +115.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMH.
Daily Out/Under-Performance
Portfolio return minus SMH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMH 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 SMH 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