+160.9%
MRVL vs SOUN
-60.0%
+220.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.1% | -1.6% | -4.4% |
| 7D | +11.0% | -15.1% | +26.1% | +12.8% |
| 30D | -36.1% | -23.0% | -13.1% | -34.4% |
| 3M | -29.4% | -53.3% | +23.9% | -24.0% |
| 6M | -11.9% | -58.6% | +46.7% | -4.0% |
| YTD | +84.8% | -65.0% | +149.8% | +102.6% |
| 1Y | +79.4% | -71.4% | +150.9% | +100.2% |
| 3Y | +195.7% | +75.4% | +120.4% | +183.2% |
| All | +160.9% | -60.0% | +220.9% | +145.8% |
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