+1,758.8%
MRVL vs SW
+147.8%
+1,611.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.3% | +5.8% | +6.8% |
| 7D | +3.2% | -5.1% | +8.3% | +4.2% |
| 30D | +5.9% | -4.6% | +10.5% | +6.8% |
| 3M | -29.3% | +9.4% | -38.7% | -30.6% |
| 6M | +186.5% | +3.5% | +183.0% | +183.3% |
| YTD | +163.4% | +22.0% | +141.4% | +152.7% |
| 1Y | +249.5% | +2.2% | +247.3% | +243.9% |
| 3Y | +289.4% | +19.6% | +269.8% | +273.0% |
| 5Y | +270.2% | -2.3% | +272.6% | +251.7% |
| All | +1,758.8% | +147.8% | +1,611.0% | +1,569.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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