+1,204.0%
MRVL vs HD
+272.9%
+931.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.9% | +6.6% | +7.5% |
| 7D | -9.8% | +3.6% | -13.4% | -12.3% |
| 30D | -43.8% | +21.6% | -65.4% | -52.0% |
| 3M | -29.3% | +0.1% | -29.4% | -30.8% |
| 6M | -9.1% | +13.0% | -22.1% | -20.2% |
| YTD | +82.2% | +4.9% | +77.3% | +67.7% |
| 1Y | +70.3% | -2.1% | +72.4% | +65.0% |
| 3Y | +197.0% | +32.6% | +164.4% | +117.5% |
| 5Y | +115.8% | +8.2% | +107.5% | +86.2% |
| 10Y | +1,204.0% | +257.9% | +946.1% | +531.6% |
| All | +1,204.0% | +272.9% | +931.1% | +531.6% |
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