+298.8%
MRVL vs SO
+46.3%
+252.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.7% | +7.8% | +6.6% |
| 7D | +3.2% | -0.2% | +3.4% | +3.1% |
| 30D | +5.9% | -4.6% | +10.5% | +2.6% |
| 3M | -29.3% | -3.0% | -26.3% | -30.3% |
| 6M | +186.5% | -8.3% | +194.7% | +173.0% |
| YTD | +163.4% | +3.5% | +159.9% | +171.4% |
| 1Y | +249.5% | -0.9% | +250.4% | +251.1% |
| All | +298.8% | +46.3% | +252.5% | +336.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling