+1,743.1%
MRVL vs HAL
+134.9%
+1,608.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.6% | +7.6% | +7.2% |
| 7D | +3.2% | +2.9% | +0.3% | +2.2% |
| 30D | +5.9% | +17.0% | -11.1% | +0.4% |
| 3M | -29.3% | -9.7% | -19.7% | -27.3% |
| 6M | +186.5% | +8.6% | +177.9% | +177.0% |
| YTD | +163.4% | +33.0% | +130.5% | +138.2% |
| 1Y | +249.5% | +68.3% | +181.2% | +191.1% |
| 3Y | +289.4% | +0.1% | +289.2% | +275.3% |
| 5Y | +270.2% | +102.6% | +167.6% | +174.3% |
| 10Y | +1,748.8% | +3.8% | +1,745.0% | +1,315.7% |
| All | +1,743.1% | +134.9% | +1,608.1% | +772.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling