+306.7%
MRVL vs BHP
+72.0%
+234.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.3% | +1.9% | +0.6% |
| 7D | +8.7% | -3.7% | +12.4% | +11.7% |
| 30D | +6.9% | -0.8% | +7.7% | +7.3% |
| 3M | -10.1% | +7.6% | -17.7% | -14.6% |
| 6M | +143.4% | +20.8% | +122.6% | +117.8% |
| YTD | +167.5% | +50.8% | +116.7% | +104.6% |
| 1Y | +239.0% | +70.9% | +168.0% | +139.2% |
| All | +306.7% | +72.0% | +234.8% | +160.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling