+1,173.1%
MRVL vs CHD
+196.1%
+977.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.4% | -6.1% | -4.8% |
| 7D | +11.0% | +3.6% | +7.4% | +10.7% |
| 30D | -36.1% | +10.4% | -46.5% | -36.8% |
| 3M | -29.4% | +12.2% | -41.6% | -30.3% |
| 6M | -11.9% | +19.9% | -31.8% | -14.3% |
| YTD | +84.8% | +36.4% | +48.4% | +75.2% |
| 1Y | +79.4% | +35.1% | +44.3% | +70.4% |
| 3Y | +195.7% | +29.2% | +166.6% | +173.9% |
| 5Y | +117.2% | +33.4% | +83.8% | +93.3% |
| All | +1,173.1% | +196.1% | +977.1% | +796.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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