+306.7%
MRVL vs SONY
+40.0%
+266.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.8% | -3.6% |
| 7D | +8.7% | -5.8% | +14.5% | +11.9% |
| 30D | +6.9% | -0.4% | +7.3% | +6.4% |
| 3M | -10.1% | +13.3% | -23.4% | -18.7% |
| 6M | +143.4% | +8.5% | +135.0% | +127.1% |
| YTD | +167.5% | -8.1% | +175.6% | +176.9% |
| 1Y | +239.0% | -17.9% | +256.9% | +276.0% |
| All | +306.7% | +40.0% | +266.8% | +235.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling