+1,173.1%
MRVL vs BHP
+333.8%
+839.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.3% | -3.4% | -3.9% |
| 7D | +11.0% | -0.5% | +11.5% | +11.6% |
| 30D | -36.1% | -4.5% | -31.6% | -33.9% |
| 3M | -29.4% | -6.9% | -22.5% | -25.8% |
| 6M | -11.9% | -10.6% | -1.3% | -4.1% |
| YTD | +84.8% | +37.2% | +47.6% | +55.8% |
| 1Y | +79.4% | +48.0% | +31.4% | +45.0% |
| 3Y | +195.7% | +52.6% | +143.2% | +130.4% |
| 5Y | +117.2% | +116.5% | +0.7% | +37.9% |
| All | +1,173.1% | +333.8% | +839.4% | +470.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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