+255.3%
MRVL vs SMH
+87.9%
+167.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.6% | +2.0% |
| 7D | +5.6% | +0.3% | +5.3% | +5.3% |
| 30D | +8.8% | -2.8% | +11.5% | +13.6% |
| 3M | -15.9% | -6.7% | -9.2% | -4.1% |
| 6M | +161.3% | +41.8% | +119.5% | +101.0% |
| YTD | +178.2% | +57.9% | +120.4% | +86.7% |
| 1Y | +255.3% | +87.6% | +167.7% | +102.3% |
| All | +255.3% | +87.9% | +167.4% | +102.3% |
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