+249.5%
MRVL vs PHM
-6.9%
+256.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.1% | +6.9% | +7.0% |
| 7D | +3.2% | -3.2% | +6.4% | +4.1% |
| 30D | +5.9% | -6.4% | +12.4% | +7.7% |
| 3M | -29.3% | +5.5% | -34.8% | -31.3% |
| 6M | +186.5% | -5.4% | +191.9% | +181.7% |
| YTD | +163.4% | +6.6% | +156.9% | +151.5% |
| 1Y | +249.5% | -8.8% | +258.3% | +238.7% |
| All | +249.5% | -6.9% | +256.4% | +238.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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