+249.5%
MRVL vs HUM
+31.0%
+218.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.2% | +8.3% | +7.2% |
| 7D | +3.2% | +4.2% | -1.0% | +2.7% |
| 30D | +5.9% | +10.4% | -4.4% | +4.6% |
| 3M | -29.3% | +15.1% | -44.4% | -30.2% |
| 6M | +186.5% | +120.9% | +65.6% | +163.0% |
| YTD | +163.4% | +57.9% | +105.5% | +144.2% |
| 1Y | +249.5% | +30.6% | +218.9% | +226.6% |
| All | +249.5% | +31.0% | +218.5% | +226.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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