+1,743.1%
MRVL vs HRB
+1,273.1%
+469.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -4.0% | +11.0% | +8.2% |
| 7D | +3.2% | -5.7% | +8.9% | +4.8% |
| 30D | +5.9% | +7.9% | -2.0% | +2.9% |
| 3M | -29.3% | +32.1% | -61.5% | -36.7% |
| 6M | +186.5% | +62.2% | +124.2% | +134.1% |
| YTD | +163.4% | +16.4% | +147.0% | +138.5% |
| 1Y | +249.5% | -0.3% | +249.8% | +231.0% |
| 3Y | +289.4% | +36.0% | +253.3% | +220.8% |
| 5Y | +270.2% | +125.2% | +145.0% | +151.3% |
| 10Y | +1,748.8% | +237.7% | +1,511.2% | +852.0% |
| All | +1,743.1% | +1,273.1% | +469.9% | +260.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling