+118.8%
MRVL vs HPE
+278.3%
-159.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.7% | -0.9% | -1.5% |
| 7D | +11.0% | +7.9% | +3.2% | +4.4% |
| 30D | -36.1% | -23.5% | -12.6% | -18.4% |
| 3M | -29.4% | -19.1% | -10.4% | -16.6% |
| 6M | -11.9% | +51.4% | -63.3% | -38.2% |
| YTD | +84.8% | +103.4% | -18.7% | -0.4% |
| 1Y | +79.4% | +114.4% | -35.0% | -8.1% |
| 3Y | +195.7% | +224.7% | -28.9% | -4.3% |
| All | +118.8% | +278.3% | -159.4% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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