+127.8%
MRVL vs HRB
+143.9%
-16.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.6% |
| 7D | +23.1% | -7.8% | +30.9% | +23.0% |
| 30D | -38.8% | +15.7% | -54.5% | -38.9% |
| 3M | -24.2% | -5.5% | -18.7% | -24.0% |
| 6M | 0.0% | +41.1% | -41.1% | -2.8% |
| YTD | +93.8% | +20.4% | +73.5% | +96.6% |
| 1Y | +84.4% | +15.2% | +69.2% | +89.0% |
| 3Y | +203.6% | +24.3% | +179.3% | +185.6% |
| 5Y | +127.8% | +144.7% | -16.9% | +83.0% |
| All | +127.8% | +143.9% | -16.1% | +83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling