+127.8%
MRVL vs SMTC
+31.4%
+96.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.6% | +2.0% | -0.1% |
| 7D | +23.1% | +30.5% | -7.3% | +6.6% |
| 30D | -38.8% | -30.9% | -7.9% | -25.7% |
| 3M | -24.2% | -14.7% | -9.5% | -19.5% |
| 6M | 0.0% | -9.6% | +9.6% | +5.7% |
| YTD | +93.8% | +62.1% | +31.8% | +48.9% |
| 1Y | +84.4% | +66.6% | +17.8% | +39.1% |
| 3Y | +203.6% | +718.1% | -514.5% | -22.2% |
| 5Y | +127.8% | +32.8% | +95.0% | +107.3% |
| All | +127.8% | +31.4% | +96.4% | +107.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling