+255.3%
MRVL vs HUM
+50.8%
+204.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.3% | +1.8% | +3.7% |
| 7D | +5.6% | +2.1% | +3.6% | +5.3% |
| 30D | +8.8% | +5.4% | +3.4% | +8.0% |
| 3M | -15.9% | +11.4% | -27.3% | -16.8% |
| 6M | +161.3% | +141.5% | +19.7% | +136.3% |
| YTD | +178.2% | +61.2% | +117.0% | +155.4% |
| 1Y | +255.3% | +49.2% | +206.2% | +223.1% |
| All | +255.3% | +50.8% | +204.5% | +223.1% |
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