+82.7%
MRVL vs HWM
+5.4%
+77.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.3% | -2.8% | -6.0% |
| 7D | -36.5% | +9.4% | -45.9% | -38.1% |
| 30D | -41.1% | -7.0% | -34.1% | -39.2% |
| 3M | -26.9% | -25.9% | -1.0% | -19.1% |
| 6M | -2.3% | -10.8% | +8.5% | -0.1% |
| YTD | +88.4% | +4.3% | +84.0% | +76.6% |
| 1Y | +82.7% | +4.4% | +78.4% | +76.5% |
| All | +82.7% | +5.4% | +77.4% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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