+1,743.1%
MRVL vs DHR
+4,220.7%
-2,477.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.6% | +8.6% | +8.0% |
| 7D | +3.2% | -3.9% | +7.1% | +5.6% |
| 30D | +5.9% | +4.0% | +1.9% | +3.4% |
| 3M | -29.3% | +11.5% | -40.8% | -35.8% |
| 6M | +186.5% | +1.9% | +184.6% | +172.0% |
| YTD | +163.4% | -8.9% | +172.4% | +168.0% |
| 1Y | +249.5% | +5.1% | +244.4% | +219.5% |
| 3Y | +289.4% | -10.3% | +299.6% | +280.8% |
| 5Y | +270.2% | -27.8% | +298.0% | +319.8% |
| 10Y | +1,748.8% | +203.6% | +1,545.2% | +756.7% |
| All | +1,743.1% | +4,220.7% | -2,477.7% | -26.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling