+280.4%
MRVL vs HAL
+101.7%
+178.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.1% |
| 7D | +7.1% | +0.5% | +6.7% | +6.9% |
| 30D | +3.1% | +15.9% | -12.9% | -2.4% |
| 3M | -21.9% | -8.7% | -13.2% | -20.0% |
| 6M | +151.8% | +9.0% | +142.8% | +142.8% |
| YTD | +165.6% | +32.0% | +133.6% | +138.6% |
| 1Y | +242.3% | +72.5% | +169.8% | +177.5% |
| 3Y | +308.2% | -4.5% | +312.7% | +286.0% |
| 5Y | +280.4% | +109.7% | +170.7% | +216.5% |
| All | +280.4% | +101.7% | +178.7% | +216.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling