+1,077.1%
MRVL vs SWKS
+33.1%
+1,044.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.2% | +4.5% | +4.8% |
| 7D | -28.1% | -6.2% | -22.0% | -24.2% |
| 30D | -50.4% | -1.5% | -48.9% | -49.7% |
| 3M | -32.9% | +23.0% | -55.9% | -44.2% |
| 6M | -17.9% | +27.6% | -45.5% | -32.5% |
| YTD | +66.4% | +32.3% | +34.1% | +29.2% |
| 1Y | +51.5% | +20.1% | +31.4% | +26.8% |
| 3Y | +177.9% | +0.6% | +177.2% | +144.8% |
| 5Y | +100.0% | -42.3% | +142.3% | +177.6% |
| All | +1,077.1% | +33.1% | +1,044.0% | +931.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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