+271.9%
MRVL vs SWKS
-53.5%
+325.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.5% | +3.5% | +4.1% |
| 7D | +3.2% | +12.5% | -9.3% | -6.9% |
| 30D | +5.9% | +10.5% | -4.6% | -2.9% |
| 3M | -29.3% | -7.4% | -21.9% | -23.6% |
| 6M | +186.5% | +32.7% | +153.8% | +124.1% |
| YTD | +163.4% | +19.2% | +144.3% | +121.7% |
| 1Y | +249.5% | +2.4% | +247.1% | +232.1% |
| 3Y | +289.4% | -25.6% | +315.0% | +351.6% |
| All | +271.9% | -53.5% | +325.4% | +611.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling