+278.0%
MRVL vs SPMO
+145.0%
+133.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | +0.2% |
| 7D | +8.7% | +0.1% | +8.6% | +8.7% |
| 30D | +6.9% | -0.7% | +7.6% | +8.7% |
| 3M | -10.1% | +2.8% | -13.0% | -10.9% |
| 6M | +143.4% | +24.4% | +119.0% | +74.4% |
| YTD | +167.5% | +24.2% | +143.3% | +91.8% |
| 1Y | +239.0% | +24.5% | +214.5% | +143.3% |
| 3Y | +311.0% | +155.6% | +155.4% | -9.0% |
| 5Y | +278.0% | +148.2% | +129.8% | -6.6% |
| All | +278.0% | +145.0% | +133.0% | -6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling