+249.5%
MRVL vs HRB
+1.1%
+248.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -4.0% | +11.0% | +5.4% |
| 7D | +3.2% | -5.7% | +8.9% | +0.9% |
| 30D | +5.9% | +7.9% | -2.0% | +9.8% |
| 3M | -29.3% | +32.1% | -61.5% | -18.1% |
| 6M | +186.5% | +62.2% | +124.2% | +250.8% |
| YTD | +163.4% | +16.4% | +147.0% | +204.6% |
| 1Y | +249.5% | -0.3% | +249.8% | +295.4% |
| All | +249.5% | +1.1% | +248.4% | +295.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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