+1,293.1%
MRVL vs HAL
-17.4%
+1,310.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +3.4% | +6.0% | +8.3% |
| 7D | +5.6% | -0.2% | +5.8% | +5.9% |
| 30D | -36.5% | +1.0% | -37.5% | -36.4% |
| 3M | -20.5% | -2.1% | -18.4% | -19.9% |
| 6M | -1.1% | -17.5% | +16.3% | +4.4% |
| YTD | +99.0% | +18.1% | +80.8% | +88.3% |
| 1Y | +89.3% | +19.7% | +69.5% | +78.4% |
| 3Y | +211.6% | -7.9% | +219.6% | +208.3% |
| 5Y | +134.1% | +53.1% | +81.0% | +96.4% |
| 10Y | +1,293.1% | -16.8% | +1,309.9% | +1,086.6% |
| All | +1,293.1% | -17.4% | +1,310.5% | +1,086.6% |
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