+1,204.0%
MRVL vs SWK
+32.9%
+1,171.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.8% | +6.7% | +8.0% |
| 7D | -9.8% | +10.7% | -20.5% | -15.4% |
| 30D | -43.8% | +33.3% | -77.2% | -52.9% |
| 3M | -29.3% | +14.7% | -44.0% | -35.6% |
| 6M | -9.1% | +48.5% | -57.6% | -28.2% |
| YTD | +82.2% | +63.9% | +18.3% | +34.5% |
| 1Y | +70.3% | +80.4% | -10.1% | +19.0% |
| 3Y | +197.0% | +58.1% | +138.9% | +109.1% |
| 5Y | +115.8% | -24.5% | +140.3% | +122.2% |
| 10Y | +1,204.0% | +29.5% | +1,174.6% | +878.4% |
| All | +1,204.0% | +32.9% | +1,171.2% | +878.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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