+82.7%
MRVL vs DHR
+11.6%
+71.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +2.1% | -9.2% | -6.8% |
| 7D | -36.5% | +0.4% | -36.9% | -36.4% |
| 30D | -41.1% | +6.2% | -47.3% | -40.4% |
| 3M | -26.9% | +20.8% | -47.7% | -24.0% |
| 6M | -2.3% | +35.5% | -37.8% | +0.9% |
| YTD | +88.4% | +3.2% | +85.1% | +107.0% |
| 1Y | +82.7% | +10.7% | +72.1% | +116.0% |
| All | +82.7% | +11.6% | +71.2% | +116.0% |
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