+321.2%
MRVL vs HAL
-4.5%
+325.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.9% |
| 7D | +13.8% | -1.3% | +15.1% | +14.4% |
| 30D | +12.7% | +10.9% | +1.8% | +8.1% |
| 3M | -11.9% | -5.8% | -6.1% | -10.4% |
| 6M | +153.8% | +8.1% | +145.7% | +144.6% |
| YTD | +177.0% | +33.2% | +143.8% | +143.7% |
| 1Y | +252.3% | +74.2% | +178.2% | +173.4% |
| All | +321.2% | -4.5% | +325.7% | +256.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling