+321.2%
MRVL vs CHD
+1.8%
+319.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.7% | +3.6% |
| 7D | +13.8% | -4.2% | +18.0% | +11.7% |
| 30D | +12.7% | -7.6% | +20.3% | +9.1% |
| 3M | -11.9% | -1.6% | -10.3% | -11.5% |
| 6M | +153.8% | -6.3% | +160.2% | +151.8% |
| YTD | +177.0% | +14.6% | +162.4% | +194.8% |
| 1Y | +252.3% | +1.6% | +250.8% | +257.5% |
| All | +321.2% | +1.8% | +319.4% | +326.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling