+3,724.2%
MRVL vs SOXX
+2,514.7%
+1,209.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.7% | -0.7% | -0.4% |
| 7D | +8.7% | +3.0% | +5.6% | +5.3% |
| 30D | +6.9% | -3.1% | +10.0% | +11.2% |
| 3M | -10.1% | -4.4% | -5.7% | -2.4% |
| 6M | +143.4% | +52.9% | +90.6% | +63.0% |
| YTD | +167.5% | +72.0% | +95.5% | +54.8% |
| 1Y | +239.0% | +105.1% | +133.9% | +62.2% |
| 3Y | +311.0% | +220.6% | +90.4% | +30.0% |
| 5Y | +278.0% | +244.8% | +33.2% | +21.9% |
| 10Y | +1,883.8% | +1,537.1% | +346.6% | +24.0% |
| All | +3,724.2% | +2,514.7% | +1,209.5% | +66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling