+89.2%
MRVL vs SWK
-25.4%
+114.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -2.6% | -13.8% | -15.0% |
| 7D | -38.8% | +11.3% | -50.1% | -43.0% |
| 30D | -53.5% | +28.1% | -81.6% | -60.3% |
| 3M | -36.7% | +12.6% | -49.3% | -41.8% |
| 6M | -20.8% | +51.7% | -72.5% | -38.6% |
| YTD | +57.4% | +60.0% | -2.5% | +16.6% |
| 1Y | +44.0% | +72.7% | -28.7% | +1.9% |
| 3Y | +162.2% | +46.3% | +115.9% | +87.5% |
| 5Y | +89.2% | -24.6% | +113.8% | +92.0% |
| All | +89.2% | -25.4% | +114.6% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling