+2,321.9%
MRVL vs HBM
+470.7%
+1,851.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.4% | +9.3% |
| 7D | +5.6% | -1.3% | +6.9% | +6.4% |
| 30D | -36.5% | -14.8% | -21.7% | -33.2% |
| 3M | -20.5% | -20.7% | +0.2% | -14.9% |
| 6M | -1.1% | -13.9% | +12.8% | +4.4% |
| YTD | +99.0% | +10.6% | +88.3% | +94.6% |
| 1Y | +89.3% | +32.4% | +56.9% | +77.0% |
| 3Y | +211.6% | +432.0% | -220.4% | +103.3% |
| 5Y | +134.1% | +205.5% | -71.4% | +66.6% |
| 10Y | +1,293.1% | +291.1% | +1,002.0% | +700.6% |
| All | +2,321.9% | +470.7% | +1,851.2% | +857.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling