+195.7%
MRVL vs SONY
+63.5%
+132.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.5% | -6.2% | -5.3% |
| 7D | +11.0% | +0.3% | +10.8% | +10.8% |
| 30D | -36.1% | +11.1% | -47.2% | -40.0% |
| 3M | -29.4% | +14.7% | -44.1% | -35.4% |
| 6M | -11.9% | +18.8% | -30.6% | -21.6% |
| YTD | +84.8% | +5.7% | +79.0% | +76.3% |
| 1Y | +79.4% | -8.1% | +87.5% | +87.8% |
| 3Y | +195.7% | +64.0% | +131.8% | +126.4% |
| All | +195.7% | +63.5% | +132.2% | +126.4% |
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 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