+290.9%
MRVL vs SONY
+9.8%
+281.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.6% | +4.5% |
| 7D | +13.8% | -4.9% | +18.7% | +17.9% |
| 30D | +12.7% | -1.6% | +14.3% | +13.0% |
| 3M | -11.9% | +10.0% | -21.9% | -21.2% |
| 6M | +153.8% | +8.4% | +145.4% | +130.1% |
| YTD | +177.0% | -8.4% | +185.4% | +188.5% |
| 1Y | +252.3% | -18.4% | +270.7% | +302.0% |
| 3Y | +325.5% | +41.0% | +284.6% | +183.1% |
| 5Y | +290.9% | +9.3% | +281.6% | +246.1% |
| All | +290.9% | +9.8% | +281.1% | +246.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling