+177.9%
MRVL vs PH
+135.3%
+42.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.9% | +2.9% | +3.0% |
| 7D | -28.1% | +2.0% | -30.1% | -29.4% |
| 30D | -50.4% | -3.7% | -46.7% | -48.6% |
| 3M | -32.9% | -14.0% | -18.9% | -22.8% |
| 6M | -17.9% | +2.1% | -20.1% | -19.7% |
| YTD | +66.4% | +5.1% | +61.4% | +54.8% |
| 1Y | +51.5% | +10.9% | +40.6% | +33.4% |
| 3Y | +177.9% | +132.9% | +44.9% | +22.6% |
| All | +177.9% | +135.3% | +42.5% | +22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling