+271.9%
MRVL vs HAS
+13.4%
+258.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.5% | +7.6% | +7.3% |
| 7D | +3.2% | -1.8% | +5.0% | +4.2% |
| 30D | +5.9% | +2.3% | +3.7% | +4.5% |
| 3M | -29.3% | +10.4% | -39.7% | -33.6% |
| 6M | +186.5% | -3.2% | +189.7% | +185.7% |
| YTD | +163.4% | +15.4% | +148.0% | +134.6% |
| 1Y | +249.5% | +18.8% | +230.7% | +205.4% |
| 3Y | +289.4% | +43.9% | +245.4% | +197.2% |
| All | +271.9% | +13.4% | +258.5% | +261.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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