+1,925.8%
MRVL vs SMTC
+548.2%
+1,377.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.1% | -1.1% | +1.3% |
| 7D | +5.6% | +13.1% | -7.5% | -1.4% |
| 30D | +8.8% | +19.5% | -10.7% | -2.5% |
| 3M | -15.9% | +2.2% | -18.1% | -18.1% |
| 6M | +161.3% | +94.9% | +66.4% | +82.7% |
| YTD | +178.2% | +127.0% | +51.3% | +76.6% |
| 1Y | +255.3% | +174.6% | +80.7% | +100.7% |
| 3Y | +323.1% | +615.9% | -292.8% | +12.6% |
| 5Y | +293.2% | +125.6% | +167.6% | +103.0% |
| All | +1,925.8% | +548.2% | +1,377.6% | +499.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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