+1,173.1%
MRVL vs HAL
-13.9%
+1,187.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.1% | -7.8% | -5.6% |
| 7D | +11.0% | +6.1% | +4.9% | +9.1% |
| 30D | -36.1% | +2.9% | -39.0% | -36.4% |
| 3M | -29.4% | +3.3% | -32.8% | -30.1% |
| 6M | -11.9% | -16.9% | +5.0% | -7.1% |
| YTD | +84.8% | +21.2% | +63.6% | +73.4% |
| 1Y | +79.4% | +27.5% | +51.9% | +65.9% |
| 3Y | +195.7% | -6.4% | +202.2% | +191.0% |
| 5Y | +117.2% | +58.0% | +59.2% | +80.5% |
| All | +1,173.1% | -13.9% | +1,187.1% | +974.9% |
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