+1,925.8%
MRVL vs SPMO
+517.6%
+1,408.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +3.2% |
| 7D | +5.6% | -0.9% | +6.6% | +7.2% |
| 30D | +8.8% | -1.9% | +10.7% | +12.4% |
| 3M | -15.9% | -1.4% | -14.5% | -10.5% |
| 6M | +161.3% | +25.5% | +135.8% | +103.5% |
| YTD | +178.2% | +24.8% | +153.4% | +118.2% |
| 1Y | +255.3% | +24.5% | +230.8% | +181.7% |
| 3Y | +323.1% | +157.1% | +166.0% | +43.5% |
| 5Y | +293.2% | +149.5% | +143.7% | +44.3% |
| All | +1,925.8% | +517.6% | +1,408.2% | +281.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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