+121.5%
MRVL vs TECH
-40.2%
+161.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -10.2% | +0.2% | -10.4% | -10.3% |
| 30D | -43.9% | +0.5% | -44.4% | -44.0% |
| 3M | -26.0% | +1.1% | -27.0% | -26.3% |
| 6M | -9.2% | +51.0% | -60.2% | -26.5% |
| YTD | +82.0% | +24.4% | +57.6% | +55.6% |
| 1Y | +65.9% | +27.4% | +38.4% | +39.5% |
| 3Y | +185.0% | +28.5% | +156.5% | +114.6% |
| 5Y | +121.5% | -40.9% | +162.3% | +171.0% |
| All | +121.5% | -40.2% | +161.6% | +171.0% |
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