+1,954.1%
MRVL vs PH
+795.7%
+1,158.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +4.9% | +4.7% |
| 7D | +13.8% | 0.0% | +13.8% | +13.8% |
| 30D | +12.7% | -10.3% | +23.0% | +21.3% |
| 3M | -11.9% | +5.1% | -17.0% | -14.8% |
| 6M | +153.8% | +2.3% | +151.6% | +149.7% |
| YTD | +177.0% | +8.7% | +168.3% | +159.1% |
| 1Y | +252.3% | +26.8% | +225.6% | +194.9% |
| 3Y | +325.5% | +139.2% | +186.4% | +139.3% |
| 5Y | +290.9% | +251.1% | +39.8% | +76.9% |
| 10Y | +1,954.1% | +812.6% | +1,141.6% | +450.0% |
| All | +1,954.1% | +795.7% | +1,158.5% | +450.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling