+1,293.1%
MRVL vs TECH
+193.9%
+1,099.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.4% | +9.3% |
| 7D | +5.6% | +0.1% | +5.5% | +5.6% |
| 30D | -36.5% | +0.3% | -36.8% | -36.6% |
| 3M | -20.5% | +1.0% | -21.5% | -20.9% |
| 6M | -1.1% | +54.0% | -55.1% | -21.9% |
| YTD | +99.0% | +24.3% | +74.6% | +68.1% |
| 1Y | +89.3% | +23.7% | +65.6% | +60.2% |
| 3Y | +211.6% | +28.5% | +183.2% | +138.0% |
| 5Y | +134.1% | -41.2% | +175.3% | +185.5% |
| 10Y | +1,293.1% | +189.2% | +1,103.9% | +617.1% |
| All | +1,293.1% | +193.9% | +1,099.2% | +617.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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