+82.7%
MRVL vs HIG
+12.7%
+70.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +2.4% | -9.4% | -4.0% |
| 7D | -36.5% | +6.2% | -42.7% | -30.8% |
| 30D | -41.1% | +9.4% | -50.5% | -33.3% |
| 3M | -26.9% | -2.3% | -24.5% | -26.6% |
| 6M | -2.3% | +4.2% | -6.5% | +8.9% |
| YTD | +88.4% | +1.6% | +86.8% | +106.4% |
| 1Y | +82.7% | +9.9% | +72.9% | +127.9% |
| All | +82.7% | +12.7% | +70.0% | +127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling