+290.9%
MRVL vs SMTC
+116.8%
+174.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.4% | +3.8% |
| 7D | +13.8% | +22.5% | -8.7% | +2.1% |
| 30D | +12.7% | +24.9% | -12.2% | -1.2% |
| 3M | -11.9% | +4.1% | -16.0% | -14.8% |
| 6M | +153.8% | +92.6% | +61.3% | +81.9% |
| YTD | +177.0% | +122.5% | +54.5% | +81.7% |
| 1Y | +252.3% | +166.2% | +86.1% | +108.0% |
| 3Y | +325.5% | +577.2% | -251.6% | +22.7% |
| 5Y | +290.9% | +119.0% | +171.9% | +164.6% |
| All | +290.9% | +116.8% | +174.1% | +164.6% |
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