+270.7%
MRVL vs SYK
+3.4%
+267.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.5% | -2.4% |
| 7D | +8.7% | -12.3% | +21.0% | +15.9% |
| 30D | +6.9% | -22.4% | +29.3% | +21.3% |
| 3M | -10.1% | -12.3% | +2.2% | -9.0% |
| 6M | +143.4% | -24.3% | +167.7% | +172.8% |
| YTD | +167.5% | -22.8% | +190.2% | +191.1% |
| 1Y | +239.0% | -28.8% | +267.7% | +292.5% |
| 3Y | +311.0% | -4.0% | +314.9% | +262.1% |
| All | +270.7% | +3.4% | +267.3% | +180.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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