+1,293.1%
MRVL vs SWK
+21.9%
+1,271.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.7% | +10.0% | +9.7% |
| 7D | +5.6% | -2.3% | +7.9% | +7.3% |
| 30D | -36.5% | +30.4% | -66.9% | -46.2% |
| 3M | -20.5% | +12.1% | -32.6% | -26.7% |
| 6M | -1.1% | +49.1% | -50.2% | -22.2% |
| YTD | +99.0% | +60.4% | +38.5% | +48.4% |
| 1Y | +89.3% | +78.3% | +11.0% | +32.9% |
| 3Y | +211.6% | +53.3% | +158.3% | +122.8% |
| 5Y | +134.1% | -27.0% | +161.0% | +145.3% |
| 10Y | +1,293.1% | +20.8% | +1,272.3% | +915.4% |
| All | +1,293.1% | +21.9% | +1,271.2% | +915.4% |
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