+1,235.6%
MRVL vs HAL
-16.5%
+1,252.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.4% |
| 7D | +23.1% | +2.6% | +20.5% | +22.3% |
| 30D | -38.8% | -0.1% | -38.7% | -38.5% |
| 3M | -24.2% | -1.1% | -23.1% | -23.9% |
| 6M | 0.0% | -20.7% | +20.8% | +6.9% |
| YTD | +93.8% | +17.5% | +76.3% | +83.7% |
| 1Y | +84.4% | +24.1% | +60.3% | +72.0% |
| 3Y | +203.6% | -8.4% | +212.0% | +200.8% |
| 5Y | +127.8% | +53.2% | +74.6% | +91.2% |
| All | +1,235.6% | -16.5% | +1,252.1% | +1,038.5% |
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