+1,925.8%
MRVL vs SU
+267.2%
+1,658.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.2% | +4.1% |
| 7D | +5.6% | +2.2% | +3.4% | +4.9% |
| 30D | +8.8% | +8.4% | +0.3% | +6.1% |
| 3M | -15.9% | +12.1% | -28.0% | -19.3% |
| 6M | +161.3% | +19.7% | +141.6% | +145.5% |
| YTD | +178.2% | +58.4% | +119.8% | +139.5% |
| 1Y | +255.3% | +67.2% | +188.1% | +200.5% |
| 3Y | +323.1% | +125.0% | +198.1% | +224.5% |
| 5Y | +293.2% | +355.1% | -61.9% | +146.7% |
| All | +1,925.8% | +267.2% | +1,658.6% | +1,271.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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