+271.9%
MRVL vs SWK
-38.7%
+310.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.9% | +6.2% | +6.5% |
| 7D | +3.2% | -0.4% | +3.6% | +3.4% |
| 30D | +5.9% | -5.7% | +11.7% | +9.6% |
| 3M | -29.3% | +24.1% | -53.4% | -37.5% |
| 6M | +186.5% | +24.7% | +161.8% | +151.5% |
| YTD | +163.4% | +33.9% | +129.5% | +120.1% |
| 1Y | +249.5% | +34.7% | +214.8% | +188.5% |
| 3Y | +289.4% | +15.3% | +274.1% | +226.8% |
| All | +271.9% | -38.7% | +310.6% | +311.5% |
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