+306.7%
MRVL vs DHR
-6.9%
+313.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.3% | -2.9% |
| 7D | +8.7% | -5.0% | +13.7% | +9.9% |
| 30D | +6.9% | -3.3% | +10.2% | +7.7% |
| 3M | -10.1% | +9.4% | -19.6% | -13.5% |
| 6M | +143.4% | +3.2% | +140.3% | +138.6% |
| YTD | +167.5% | -12.0% | +179.5% | +179.2% |
| 1Y | +239.0% | +4.9% | +234.1% | +225.1% |
| All | +306.7% | -6.9% | +313.6% | +266.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling