+277.2%
MRVL vs THC
+256.0%
+21.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.6% | +6.5% | +6.9% |
| 7D | +3.2% | -0.7% | +3.9% | +3.4% |
| 30D | +5.9% | +1.3% | +4.7% | +5.4% |
| 3M | -29.3% | +64.2% | -93.6% | -40.7% |
| 6M | +186.5% | +8.3% | +178.2% | +175.2% |
| YTD | +163.4% | +33.4% | +130.1% | +131.8% |
| 1Y | +249.5% | +37.7% | +211.8% | +201.8% |
| 3Y | +289.4% | +236.8% | +52.6% | +123.5% |
| All | +277.2% | +256.0% | +21.2% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 5y: compounded portfolio wealth divided by compounded THC 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…
5y analysis · Full analysis span regression · 6 months rolling