+1,954.1%
MRVL vs HAL
+3.0%
+1,951.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +4.0% |
| 7D | +13.8% | -1.3% | +15.1% | +14.2% |
| 30D | +12.7% | +10.9% | +1.8% | +9.2% |
| 3M | -11.9% | -5.8% | -6.1% | -11.0% |
| 6M | +153.8% | +8.1% | +145.7% | +146.7% |
| YTD | +177.0% | +33.2% | +143.8% | +152.7% |
| 1Y | +252.3% | +74.2% | +178.2% | +195.6% |
| 3Y | +325.5% | -3.7% | +329.2% | +312.9% |
| 5Y | +290.9% | +111.9% | +179.0% | +199.1% |
| 10Y | +1,954.1% | +7.4% | +1,946.7% | +1,506.3% |
| All | +1,954.1% | +3.0% | +1,951.1% | +1,506.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 10y: compounded portfolio wealth divided by compounded HAL 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…
10y analysis · Full analysis span regression · 6 months rolling