+249.5%
MRVL vs DHR
+5.2%
+244.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.6% | +8.6% | +6.8% |
| 7D | +3.2% | -3.9% | +7.1% | +2.5% |
| 30D | +5.9% | +4.0% | +1.9% | +6.7% |
| 3M | -29.3% | +11.5% | -40.8% | -27.7% |
| 6M | +186.5% | +1.9% | +184.6% | +192.4% |
| YTD | +163.4% | -8.9% | +172.4% | +171.2% |
| 1Y | +249.5% | +5.1% | +244.4% | +273.1% |
| All | +249.5% | +5.2% | +244.3% | +273.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 1y: compounded portfolio wealth divided by compounded DHR 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…
1y analysis · Full analysis span regression · 6 months rolling