+1,743.1%
MRVL vs SO
+1,840.6%
-97.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.7% | +7.8% | +7.3% |
| 7D | +3.2% | -0.2% | +3.4% | +3.2% |
| 30D | +5.9% | -4.6% | +10.5% | +7.3% |
| 3M | -29.3% | -3.0% | -26.3% | -29.2% |
| 6M | +186.5% | -8.3% | +194.7% | +191.3% |
| YTD | +163.4% | +3.5% | +159.9% | +158.3% |
| 1Y | +249.5% | -0.9% | +250.4% | +245.9% |
| 3Y | +289.4% | +45.4% | +244.0% | +228.7% |
| 5Y | +270.2% | +59.6% | +210.6% | +199.8% |
| 10Y | +1,748.8% | +156.6% | +1,592.2% | +1,126.0% |
| All | +1,743.1% | +1,840.6% | -97.5% | +701.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling