+1,050.1%
MRVL vs EQH
+226.8%
+823.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.2% |
| 7D | +13.8% | +1.1% | +12.7% | +13.0% |
| 30D | +12.7% | -1.1% | +13.8% | +12.7% |
| 3M | -11.9% | +25.0% | -36.9% | -23.4% |
| 6M | +153.8% | +33.9% | +120.0% | +111.5% |
| YTD | +177.0% | +11.6% | +165.4% | +154.0% |
| 1Y | +252.3% | +1.5% | +250.8% | +237.4% |
| 3Y | +325.5% | +96.7% | +228.8% | +189.3% |
| 5Y | +290.9% | +93.9% | +197.0% | +173.3% |
| All | +1,050.1% | +226.8% | +823.2% | +512.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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