+1,173.1%
MRVL vs HRB
+221.6%
+951.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.4% | -3.3% | -4.5% |
| 7D | +11.0% | -5.1% | +16.1% | +11.6% |
| 30D | -36.1% | +8.7% | -44.8% | -37.0% |
| 3M | -29.4% | -5.4% | -24.0% | -29.4% |
| 6M | -11.9% | +41.6% | -53.4% | -18.1% |
| YTD | +84.8% | +18.7% | +66.1% | +76.6% |
| 1Y | +79.4% | +16.4% | +63.0% | +71.9% |
| 3Y | +195.7% | +22.0% | +173.8% | +172.5% |
| 5Y | +117.2% | +141.2% | -24.0% | +71.0% |
| All | +1,173.1% | +221.6% | +951.6% | +798.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling