+278.0%
MRVL vs SMH
+323.8%
-45.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -0.1% |
| 7D | +8.7% | +1.4% | +7.3% | +6.8% |
| 30D | +6.9% | -2.2% | +9.1% | +10.5% |
| 3M | -10.1% | -1.9% | -8.3% | -4.2% |
| 6M | +143.4% | +41.0% | +102.4% | +66.8% |
| YTD | +167.5% | +55.6% | +111.9% | +57.9% |
| 1Y | +239.0% | +86.8% | +152.1% | +56.6% |
| 3Y | +311.0% | +277.7% | +33.3% | -23.5% |
| 5Y | +278.0% | +324.2% | -46.2% | -34.1% |
| All | +278.0% | +323.8% | -45.8% | -34.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling