+1,217.8%
MRVL vs SWK
+890.1%
+327.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +13.1% | -20.2% | -14.6% |
| 7D | -36.5% | +17.9% | -54.4% | -43.4% |
| 30D | -41.1% | +31.9% | -73.0% | -51.0% |
| 3M | -26.9% | +16.6% | -43.4% | -34.7% |
| 6M | -2.3% | +61.1% | -63.4% | -27.7% |
| YTD | +88.4% | +64.2% | +24.2% | +36.0% |
| 1Y | +82.7% | +85.2% | -2.5% | +22.8% |
| 3Y | +213.8% | +50.2% | +163.6% | +123.7% |
| 5Y | +127.4% | -22.8% | +150.2% | +134.3% |
| 10Y | +1,267.3% | +35.8% | +1,231.5% | +812.4% |
| All | +1,217.8% | +890.1% | +327.7% | +127.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling