+285.6%
MRVL vs DHR
-30.1%
+315.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.1% |
| 7D | +5.6% | -3.6% | +9.2% | +7.7% |
| 30D | +8.8% | -2.7% | +11.5% | +10.4% |
| 3M | -15.9% | +10.9% | -26.8% | -22.6% |
| 6M | +161.3% | +3.0% | +158.2% | +148.9% |
| YTD | +178.2% | -12.2% | +190.4% | +193.0% |
| 1Y | +255.3% | +3.3% | +252.0% | +229.7% |
| 3Y | +323.1% | -8.2% | +331.3% | +296.7% |
| All | +285.6% | -30.1% | +315.7% | +330.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling