+79.4%
MRVL vs PHM
+7.4%
+72.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | +11.0% | -4.1% | +15.2% | +11.5% |
| 30D | -36.1% | +16.1% | -52.2% | -38.7% |
| 3M | -29.4% | -2.5% | -26.9% | -28.6% |
| 6M | -11.9% | +12.9% | -24.8% | -16.7% |
| YTD | +84.8% | +9.0% | +75.8% | +70.8% |
| 1Y | +79.4% | +8.2% | +71.2% | +65.8% |
| All | +79.4% | +7.4% | +72.0% | +65.8% |
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