+1,925.8%
MRVL vs SONY
+293.1%
+1,632.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +3.0% |
| 7D | +5.6% | -2.7% | +8.3% | +7.4% |
| 30D | +8.8% | +1.5% | +7.2% | +6.9% |
| 3M | -15.9% | +13.0% | -28.9% | -24.8% |
| 6M | +161.3% | +11.2% | +150.0% | +136.9% |
| YTD | +178.2% | -6.6% | +184.9% | +183.8% |
| 1Y | +255.3% | -18.1% | +273.4% | +295.3% |
| 3Y | +323.1% | +42.1% | +281.0% | +215.2% |
| 5Y | +293.2% | +11.0% | +282.2% | +247.6% |
| All | +1,925.8% | +293.1% | +1,632.7% | +962.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling