+290.9%
MRVL vs HBM
+392.2%
-101.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.5% |
| 7D | +13.8% | +5.5% | +8.3% | +11.1% |
| 30D | +12.7% | +3.3% | +9.4% | +10.8% |
| 3M | -11.9% | +12.7% | -24.6% | -16.4% |
| 6M | +153.8% | +28.2% | +125.6% | +130.1% |
| YTD | +177.0% | +45.3% | +131.6% | +133.9% |
| 1Y | +252.3% | +121.7% | +130.6% | +151.1% |
| 3Y | +325.5% | +523.5% | -198.0% | +94.4% |
| 5Y | +290.9% | +393.9% | -103.0% | +98.6% |
| All | +290.9% | +392.2% | -101.4% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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