+1,832.5%
MRVL vs HD
+204.3%
+1,628.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +2.5% |
| 7D | +7.1% | -1.2% | +8.3% | +8.1% |
| 30D | +3.1% | -11.1% | +14.2% | +12.0% |
| 3M | -21.9% | +2.0% | -24.0% | -24.5% |
| 6M | +151.8% | -10.5% | +162.3% | +167.7% |
| YTD | +165.6% | -6.9% | +172.5% | +171.8% |
| 1Y | +242.3% | -23.2% | +265.4% | +303.6% |
| 3Y | +308.2% | +3.1% | +305.1% | +271.0% |
| 5Y | +280.4% | +7.4% | +273.0% | +236.9% |
| 10Y | +1,832.5% | +205.0% | +1,627.5% | +882.7% |
| All | +1,832.5% | +204.3% | +1,628.2% | +882.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling