+1,837.5%
MRVL vs XLK
+851.6%
+985.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +13.8% | +2.3% | +11.5% | +10.5% |
| 30D | +12.7% | +0.8% | +11.9% | +11.6% |
| 3M | -11.9% | +4.1% | -16.0% | -12.8% |
| 6M | +153.8% | +34.8% | +119.1% | +84.3% |
| YTD | +177.0% | +30.8% | +146.1% | +108.0% |
| 1Y | +252.3% | +42.4% | +210.0% | +138.7% |
| 3Y | +325.5% | +121.8% | +203.7% | +81.1% |
| 5Y | +290.9% | +146.6% | +144.3% | +60.9% |
| 10Y | +1,954.1% | +804.3% | +1,149.9% | +71.1% |
| All | +1,837.5% | +851.6% | +985.9% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 all: compounded portfolio wealth divided by compounded XLK 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…
all analysis · Full analysis span regression · 6 months rolling