+1,758.4%
MRVL vs HUM
+8,219.5%
-6,461.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.8% |
| 7D | +7.1% | +2.1% | +5.1% | +6.6% |
| 30D | +3.1% | +4.7% | -1.6% | +2.0% |
| 3M | -21.9% | +13.5% | -35.4% | -24.1% |
| 6M | +151.8% | +126.7% | +25.2% | +110.8% |
| YTD | +165.6% | +58.5% | +107.1% | +137.2% |
| 1Y | +242.3% | +31.7% | +210.5% | +215.2% |
| 3Y | +308.2% | -10.6% | +318.8% | +294.3% |
| 5Y | +280.4% | +2.5% | +277.9% | +249.7% |
| 10Y | +1,832.5% | +148.7% | +1,683.9% | +1,329.4% |
| All | +1,758.4% | +8,219.5% | -6,461.1% | +517.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling