-69.3%
MARA vs PH
+251.4%
-320.8%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.4% | +1.6% |
| 7D | +13.8% | 0.0% | +13.8% | +14.0% |
| 30D | +24.7% | -10.3% | +35.0% | +42.0% |
| 3M | -10.4% | +5.1% | -15.5% | -17.8% |
| 6M | +37.6% | +2.3% | +35.4% | +26.1% |
| YTD | +32.7% | +8.7% | +24.1% | +11.8% |
| 1Y | -25.2% | +26.8% | -51.9% | -50.4% |
| 3Y | +9.3% | +139.2% | -129.9% | -70.4% |
| 5Y | -69.3% | +251.1% | -320.5% | -95.2% |
| All | -69.3% | +251.4% | -320.8% | -95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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