+280.4%
MRVL vs TECH
-41.8%
+322.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +7.1% | +0.2% | +7.0% | +7.0% |
| 30D | +3.1% | +0.1% | +2.9% | +3.0% |
| 3M | -21.9% | +37.5% | -59.4% | -33.5% |
| 6M | +151.8% | +34.6% | +117.3% | +109.4% |
| YTD | +165.6% | +23.5% | +142.2% | +128.2% |
| 1Y | +242.3% | +34.4% | +207.9% | +175.7% |
| 3Y | +308.2% | +2.3% | +305.9% | +264.2% |
| 5Y | +280.4% | -41.7% | +322.1% | +360.6% |
| All | +280.4% | -41.8% | +322.2% | +360.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling