+290.9%
MRVL vs HRB
+104.8%
+186.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.6% | +5.9% | +4.3% |
| 7D | +13.8% | -10.6% | +24.4% | +14.1% |
| 30D | +12.7% | -0.8% | +13.5% | +12.5% |
| 3M | -11.9% | +19.1% | -31.0% | -13.2% |
| 6M | +153.8% | +48.7% | +105.1% | +139.3% |
| YTD | +177.0% | +7.1% | +169.9% | +181.4% |
| 1Y | +252.3% | -8.3% | +260.7% | +271.1% |
| 3Y | +325.5% | +25.8% | +299.7% | +283.7% |
| 5Y | +290.9% | +111.1% | +179.8% | +225.7% |
| All | +290.9% | +104.8% | +186.0% | +225.7% |
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