+96.9%
MRVL vs HAS
+50.4%
+46.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.3% | +6.0% |
| 7D | -28.1% | -0.2% | -28.0% | -28.0% |
| 30D | -50.4% | +31.0% | -81.4% | -57.1% |
| 3M | -32.9% | +30.7% | -63.6% | -42.1% |
| 6M | -17.9% | +23.9% | -41.8% | -28.1% |
| YTD | +66.4% | +48.3% | +18.1% | +29.2% |
| 1Y | +51.5% | +60.2% | -8.7% | +12.3% |
| 3Y | +177.9% | +189.2% | -11.3% | +36.4% |
| All | +96.9% | +50.4% | +46.5% | +63.6% |
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