+291.1%
MRVL vs SOUN
-25.7%
+316.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.6% | +4.4% |
| 7D | +13.8% | -4.4% | +18.2% | +14.3% |
| 30D | +12.7% | -13.1% | +25.8% | +14.2% |
| 3M | -11.9% | -7.7% | -4.2% | -11.1% |
| 6M | +153.8% | -21.2% | +175.0% | +158.1% |
| YTD | +177.0% | -35.0% | +212.0% | +185.7% |
| 1Y | +252.3% | -56.4% | +308.7% | +275.2% |
| 3Y | +325.5% | +181.7% | +143.8% | +285.0% |
| All | +291.1% | -25.7% | +316.8% | +246.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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