+1,925.8%
MRVL vs SOXX
+1,581.3%
+344.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.2% | +1.8% |
| 7D | +5.6% | +1.4% | +4.2% | +4.0% |
| 30D | +8.8% | -3.6% | +12.3% | +14.0% |
| 3M | -15.9% | -10.2% | -5.7% | -1.6% |
| 6M | +161.3% | +54.2% | +107.0% | +68.3% |
| YTD | +178.2% | +75.2% | +103.0% | +51.5% |
| 1Y | +255.3% | +107.5% | +147.8% | +58.9% |
| 3Y | +323.1% | +226.8% | +96.4% | +19.8% |
| 5Y | +293.2% | +251.2% | +42.0% | +12.1% |
| All | +1,925.8% | +1,581.3% | +344.5% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 10y: compounded portfolio wealth divided by compounded SOXX 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…
10y analysis · Full analysis span regression · 6 months rolling