+321.2%
MRVL vs HL
+418.2%
-97.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.9% | +2.4% | +3.7% |
| 7D | +13.8% | +0.4% | +13.4% | +13.6% |
| 30D | +12.7% | +18.8% | -6.1% | +7.5% |
| 3M | -11.9% | +43.7% | -55.6% | -19.9% |
| 6M | +153.8% | -1.0% | +154.9% | +149.7% |
| YTD | +177.0% | +8.7% | +168.2% | +161.9% |
| 1Y | +252.3% | +105.0% | +147.3% | +185.2% |
| All | +321.2% | +418.2% | -97.0% | +168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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