+1,954.1%
MRVL vs SO
+155.9%
+1,798.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.4% |
| 7D | +13.8% | 0.0% | +13.8% | +13.8% |
| 30D | +12.7% | -2.5% | +15.2% | +13.2% |
| 3M | -11.9% | -4.2% | -7.7% | -11.6% |
| 6M | +153.8% | -7.7% | +161.5% | +156.1% |
| YTD | +177.0% | +3.8% | +173.2% | +172.7% |
| 1Y | +252.3% | +0.1% | +252.3% | +248.7% |
| 3Y | +325.5% | +44.2% | +281.3% | +266.6% |
| 5Y | +290.9% | +57.9% | +233.0% | +223.5% |
| 10Y | +1,954.1% | +162.0% | +1,792.2% | +1,452.3% |
| All | +1,954.1% | +155.9% | +1,798.2% | +1,452.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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