+291.4%
MRVL vs HL
+246.5%
+44.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.3% |
| 3M | -11.9% | +43.7% | -55.6% | -20.3% |
| 6M | +153.8% | -1.0% | +154.9% | +151.6% |
| YTD | +177.0% | +8.7% | +168.2% | +161.9% |
| 1Y | +252.3% | +105.0% | +147.3% | +177.6% |
| 3Y | +325.5% | +427.3% | -101.7% | +140.3% |
| All | +291.4% | +246.5% | +44.9% | +129.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling