+162.8%
MRVL vs SWK
+46.5%
+116.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -2.6% | -13.8% | -15.3% |
| 7D | -38.8% | +11.3% | -50.1% | -42.2% |
| 30D | -53.5% | +28.1% | -81.6% | -59.2% |
| 3M | -36.7% | +12.6% | -49.3% | -40.8% |
| 6M | -20.8% | +51.7% | -72.5% | -35.9% |
| YTD | +57.4% | +60.0% | -2.5% | +22.7% |
| 1Y | +44.0% | +72.7% | -28.7% | +8.3% |
| All | +162.8% | +46.5% | +116.3% | +85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling