+1,758.4%
MRVL vs SRE
+2,289.2%
-530.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.2% |
| 7D | +7.1% | +1.4% | +5.7% | +6.5% |
| 30D | +3.1% | +1.9% | +1.2% | +2.2% |
| 3M | -21.9% | -3.3% | -18.7% | -21.3% |
| 6M | +151.8% | -6.4% | +158.3% | +157.0% |
| YTD | +165.6% | -1.8% | +167.5% | +165.2% |
| 1Y | +242.3% | +10.7% | +231.5% | +225.5% |
| 3Y | +308.2% | +31.8% | +276.4% | +255.7% |
| 5Y | +280.4% | +49.2% | +231.2% | +216.1% |
| 10Y | +1,832.5% | +118.5% | +1,714.0% | +1,218.0% |
| All | +1,758.4% | +2,289.2% | -530.8% | +814.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SRE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling