+239.0%
MRVL vs HRB
-8.2%
+247.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.7% |
| 7D | +8.7% | -12.2% | +20.9% | +3.2% |
| 30D | +6.9% | -3.0% | +9.9% | +6.2% |
| 3M | -10.1% | +21.7% | -31.8% | +0.8% |
| 6M | +143.4% | +52.3% | +91.1% | +188.7% |
| YTD | +167.5% | +6.5% | +161.0% | +196.6% |
| 1Y | +239.0% | -6.7% | +245.6% | +268.2% |
| All | +239.0% | -8.2% | +247.2% | +268.2% |
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