+195.7%
MRVL vs HD
+30.9%
+164.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | +11.0% | +1.5% | +9.5% | +10.6% |
| 30D | -36.1% | +18.0% | -54.1% | -40.1% |
| 3M | -29.4% | +2.8% | -32.2% | -30.0% |
| 6M | -11.9% | +17.0% | -28.8% | -18.9% |
| YTD | +84.8% | +3.5% | +81.2% | +79.9% |
| 1Y | +79.4% | -2.6% | +82.0% | +80.9% |
| 3Y | +195.7% | +30.7% | +165.0% | +106.4% |
| All | +195.7% | +30.9% | +164.9% | +106.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling