+249.5%
MRVL vs SONY
-10.8%
+260.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.6% | +8.7% | +7.6% |
| 7D | +3.2% | -1.2% | +4.4% | +3.6% |
| 30D | +5.9% | +9.4% | -3.5% | +1.9% |
| 3M | -29.3% | +10.5% | -39.8% | -32.0% |
| 6M | +186.5% | +11.7% | +174.8% | +170.8% |
| YTD | +163.4% | -4.1% | +167.5% | +173.6% |
| 1Y | +249.5% | -11.8% | +261.3% | +291.4% |
| All | +249.5% | -10.8% | +260.3% | +291.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling